Filed October 16, 2002
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 |
|---|---|---|
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE AND Service code 15 · EIN 13-1624203 ANNUITY ASSOCIATION OF AMERICA · NEW YORK, NY 100173206 | Recordkeeping | $33,602 |
MARINER LLC3 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 20-4553256 5700 W 12TH STREET SUITE 500 · OVERLAND PARK, KS 662112729 | Advisory (Plan) | $27,744 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,902 | $84,948-28.3% | $70,494-13.6% | $73,412-17.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 12.67% | 13.39%-0.7pp | 109.16%-96.5pp | 59.30%-46.6pp |
| Employer contribution / active EE | $1,819 | $2,834-35.8% | $2,738-33.6% | $2,234-18.6% |
| Participant deferral / active EE | $3,111 | $3,387-8.1% | $3,711-16.1% | $3,806-18.2% |
| Admin fee / account holder | $144 | $98+46.7% | $3,848-96.3% | $158-8.9% |