Filed March 27, 2014 (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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $40,385 |
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 4707 EXECUTIVE DR · SAN DIEGO, CA 921213091 | Advisory (Plan) | $33,750 |
MCGUIRE WOODS3 years Service code 29 · EIN 54-0505857 800 E CANAL STREET · RICHMOND, VA 232193956 | Legal | $21,275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,696 | $79,124+32.3% | $60,874+72.0% | $64,808+61.5% |
| Participation rate | 96.1% | 77.7%+18.3pp | 73.1%+22.9pp | 71.5%+24.6pp |
| Annual return | -10.97% | -7.13%-3.8pp | 16.90%-27.9pp | 32.82%-43.8pp |
| Employer contribution / active EE | $3,004 | $3,050-1.5% | $2,701+11.2% | $2,506+19.9% |
| Participant deferral / active EE | $4,655 | $3,725+25.0% | $3,817+22.0% | $4,310+8.0% |
| Admin fee / account holder | $174 | $106+64.8% | $3,224-94.6% | $188-7.3% |