Filed April 25, 2011 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPERATIONS C Service code 37 · EIN 04-2647786 | Loan Processing | $1,710,838 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $18,300 |
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 50 · EIN 13-1624203 | Direct Payment | $6,752 |
Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $5,407 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,799 | $73,283+148.1% | $155,556+16.9% | $106,553+70.6% |
| Participation rate | 95.5% | 73.3%+22.2pp | 78.2%+17.3pp | 69.8%+25.7pp |
| Annual return | 15.03% | 15.76%-0.7pp | 64.84%-49.8pp | 17.37%-2.3pp |
| Employer contribution / active EE | $12,062 | $2,241+438.3% | $4,675+158.0% | $3,359+259.1% |
| Participant deferral / active EE | $12,838 | $4,567+181.1% | $5,631+128.0% | $5,562+130.8% |
| Admin fee / account holder | $49 | $56-12.4% | $15,885-99.7% | $80-38.5% |