Filed September 20, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 13 · EIN 13-1624203 | Contract Administrator | $56,120 |
SENTINEL PENSION ADVISORS2 years Service code 49 · EIN 04-3422848 | Other Services | $14,458 |
GJC CPA'S & ADVISORS3 years Service code 10 · EIN 38-2029668 | Accounting | $10,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,877 | $50,812-55.0% | $155,602-85.3% | $77,692-70.6% |
| Participation rate | 90.9% | 63.1%+27.8pp | 78.2%+12.7pp | 70.6%+20.4pp |
| Annual return | 13.54% | 34.85%-21.3pp | 64.81%-51.3pp | 31.25%-17.7pp |
| Employer contribution / active EE | $1,782 | $1,989-10.4% | $4,675-61.9% | $2,726-34.6% |
| Participant deferral / active EE | $2,835 | $2,822+0.5% | $5,629-49.6% | $4,648-39.0% |
| Admin fee / account holder | $120 | $436-72.5% | $15,923-99.2% | $431-72.1% |