Filed September 22, 2005
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 |
|---|---|---|
TIAA1+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $13,414 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 51 · EIN 59-2937883 ATTN LINDA GIBBS · ORLANDO, FL 328044960 | Investment Mgmt Fees | $5,828 |
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 | $59,934 | $52,467+14.2% | $57,196+4.8% | $55,167+8.6% |
| Participation rate | 99.2% | 75.8%+23.4pp | 75.3%+23.9pp | 69.0%+30.2pp |
| Annual return | 2.51% | 7.72%-5.2pp | 14.59%-12.1pp | 169.23%-166.7pp |
| Employer contribution / active EE | $4,959 | $2,477+100.2% | $2,683+84.8% | $1,963+152.7% |
| Participant deferral / active EE | $3,753 | $2,830+32.6% | $3,096+21.2% | $3,054+22.9% |
| Admin fee / account holder | $80 | $269-70.4% | $3,141-97.5% | $504-84.2% |