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 LLC1+ years Service code 10 · EIN 68-0628477 | Accounting | $98,586 |
FID INV INST OPS CO1+ years Filed as: FID INV INSTL OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $25,003 |
TIAA1+ years Filed as: TIAA -TEACHERS INS AND ANNUITY ASSO Service code 15 · EIN 13-1624203 | Recordkeeping | $6,140 |
FID INV INST OPS CO1+ years Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,535 | $86,791+59.6% | $115,038+20.4% | $59,188+134.1% |
| Participation rate | 90.1% | 72.8%+17.2pp | 81.4%+8.7pp | 69.4%+20.7pp |
| Annual return | 0.57% | 4.44%-3.9pp | 26.14%-25.6pp | 5.51%-4.9pp |
| Employer contribution / active EE | $8,325 | $2,950+182.3% | $4,608+80.7% | $2,098+296.8% |
| Participant deferral / active EE | $0 | $5,298-100.0% | $6,026-100.0% | $3,265-100.0% |
| Admin fee / account holder | $2 | $95-97.4% | $8,175-100.0% | $92-97.3% |