Filed November 24, 2009 (most recent of 7 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPERATIONS C Service code 37 · EIN 04-2647786 | Loan Processing | $1,232,503 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANUIT Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $33,493 |
Filed as: PRUDENTIAL Service code 64 · EIN 22-1211670 | Recordkeeping Fees | $1,700 |
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 | $207,241 | $97,136+113.4% | $59,899+246.0% | $73,367+182.5% |
| Participation rate | 75.6% | 65.8%+9.9pp | 74.7%+1.0pp | 69.5%+6.2pp |
| Annual return | -4.17% | -2.56%-1.6pp | 3.46%-7.6pp | 173.45%-177.6pp |
| Employer contribution / active EE | $7,693 | $4,492+71.3% | $2,723+182.5% | $2,499+207.9% |
| Participant deferral / active EE | $8,419 | $4,036+108.6% | $3,403+147.4% | $4,033+108.8% |
| Admin fee / account holder | $36 | $31+18.5% | $3,592-99.0% | $68-46.9% |