Filed February 2, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $768,264 |
MARQUETTE ASSOCIATES2 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 10 · EIN 36-3485298 | Accounting | $60,893 |
WIPFLI LLP4+ years Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $22,500 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $1,080 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $62 |
TIAA3 years Filed as: TIAA-CREF Service code 33 · EIN 13-1624203 | Securities brokerage commissions and ... | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,827 | $44,007+40.5% | $154,110-59.9% | $68,904-10.3% |
| Participation rate | 100.0% | 70.0%+30.0pp | 83.0%+17.0pp | 74.1%+25.9pp |
| Annual return | -5.05% | 8.15%-13.2pp | 735.22%-740.3pp | 1.07%-6.1pp |
| Employer contribution / active EE | $3,277 | $1,732+89.2% | $5,298-38.1% | $2,540+29.0% |
| Participant deferral / active EE | $5,017 | $2,813+78.3% | $5,081-1.3% | $4,015+24.9% |
| Admin fee / account holder | $95 | $65+47.3% | $13,412-99.3% | $71+33.8% |