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 1966 GREENSPRING DR STE 300 · TIMONIUM, MD 210934161 | 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 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,903 | $91,762-0.9% | $67,502+34.7% | $77,643+17.1% |
| Participation rate | 99.6% | 75.9%+23.7pp | 72.9%+26.7pp | 70.6%+29.0pp |
| Annual return | 13.09% | 14.87%-1.8pp | 3512.12%-3499.0pp | 31.24%-18.1pp |
| Employer contribution / active EE | $2,195 | $3,181-31.0% | $2,731-19.6% | $2,726-19.5% |
| Participant deferral / active EE | $3,851 | $3,903-1.3% | $4,000-3.7% | $4,647-17.1% |
| Admin fee / account holder | $62 | $176-64.7% | $3,998-98.4% | $430-85.6% |