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 | $1,165,157 |
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANUIT Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $138,462 |
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 | $239,694 | $121,004+98.1% | $69,480+245.0% | $89,609+167.5% |
| Participation rate | 76.5% | 66.9%+9.5pp | 74.6%+1.9pp | 69.6%+6.9pp |
| Annual return | 20.28% | 20.21%+0.1pp | 28.99%-8.7pp | 33.65%-13.4pp |
| Employer contribution / active EE | $7,843 | $5,335+47.0% | $2,780+182.2% | $2,584+203.5% |
| Participant deferral / active EE | $8,676 | $4,335+100.1% | $3,537+145.3% | $4,222+105.5% |
| Admin fee / account holder | $36 | $32+12.6% | $3,840-99.1% | $72-49.9% |