Filed April 21, 2003 (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 |
|---|---|---|
TIAA9 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 37 · EIN 13-1624203 | Loan Processing | $200,202 |
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 28 · EIN 04-3515240 | Investment Management | $21,077 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 50 · EIN 04-2647786 | Direct Payment | $9,012 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,505 | $113,568+82.7% | $67,560+207.1% | $200,096+3.7% |
| Participation rate | 84.5% | 73.3%+11.2pp | 72.9%+11.6pp | 72.0%+12.5pp |
| Annual return | 11.97% | 15.88%-3.9pp | 3533.50%-3521.5pp | 34.26%-22.3pp |
| Employer contribution / active EE | $8,177 | $3,409+139.9% | $2,737+198.8% | $3,038+169.2% |
| Participant deferral / active EE | $3,848 | $4,163-7.6% | $4,004-3.9% | $5,090-24.4% |
| Admin fee / account holder | $127 | $102+24.1% | $3,994-96.8% | $269-52.8% |