Filed May 22, 2008
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 |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Fees | $49,022 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 11710 BELTSVILLE DR STE 300 · BELTSVILLE, MD 207053102 | Accounting | $35,075 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 PO BOX 31420 · INDEPENDENCE, OH 441310420 | Advisory (Plan) | $13,500 |
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 | $90,903 | $91,710-0.9% | $67,560+34.6% | $77,762+16.9% |
| Participation rate | 99.6% | 76.0%+23.6pp | 72.9%+26.7pp | 70.6%+29.0pp |
| Annual return | 13.09% | 14.88%-1.8pp | 3533.50%-3520.4pp | 31.27%-18.2pp |
| Employer contribution / active EE | $2,195 | $3,187-31.1% | $2,737-19.8% | $2,728-19.5% |
| Participant deferral / active EE | $3,851 | $3,911-1.5% | $4,004-3.8% | $4,651-17.2% |
| Admin fee / account holder | $62 | $245-74.6% | $3,994-98.4% | $433-85.6% |