Filed November 12, 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 |
|---|---|---|
TIAA3 years Service code 18 · EIN 13-1624203 | Other investment fees and expenses; C... | $140,456 |
GREENSPRING ADVISORS, LLC7 years Filed as: GREENSPRING ADVISORS LLC Service code 27 · EIN 82-5320133 | Advisory (Plan) | $76,078 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,571 | $145,174+51.9% | $182,262+21.0% | $69,255+218.5% |
| Participation rate | 77.4% | 77.3%+0.2pp | 84.2%-6.8pp | 69.0%+8.4pp |
| Annual return | 10.90% | 24.21%-13.3pp | 140.60%-129.7pp | 26.73%-15.8pp |
| Employer contribution / active EE | $12,159 | $4,864+150.0% | $5,046+141.0% | $2,645+359.7% |
| Participant deferral / active EE | $0 | $7,703-100.0% | $8,276-100.0% | $2,890-100.0% |
| Admin fee / account holder | $200 | $791-74.7% | $16,712-98.8% | $733-72.7% |