Filed November 21, 2006
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 |
|---|---|---|
UCHICAGO ARGONNE LLC10+ years Service code 16 · EIN 68-0628477 | Consulting | $11,898 |
TIAA2 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $6,559 |
FID INV INST OPS CO10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | -$93,208 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,982 | $122,128+50.6% | $147,117+25.1% | $200,096-8.1% |
| Participation rate | 98.6% | 78.2%+20.5pp | 82.2%+16.5pp | 72.0%+26.6pp |
| Annual return | 12.73% | 30.58%-17.8pp | 420.54%-407.8pp | 34.26%-21.5pp |
| Employer contribution / active EE | $12,201 | $4,093+198.1% | $4,932+147.4% | $3,038+301.7% |
| Participant deferral / active EE | $0 | $8,484-100.0% | $8,065-100.0% | $5,090-100.0% |
| Admin fee / account holder | -$13 | $180-107.5% | $12,993-100.1% | $269-105.0% |