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 15 · EIN 04-2647786 | Recordkeeping | $1,257,245 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $49,500 |
TIAA5+ years Filed as: TIAA - TEACHERS INSURANCE AND ANUIT Service code 50 · EIN 13-1624203 | Direct Payment | $11,193 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $134,697 | $58,202+131.4% | $172,757-22.0% | $89,609+50.3% |
| Participation rate | 95.4% | 72.8%+22.6pp | 82.6%+12.8pp | 69.6%+25.8pp |
| Annual return | 22.25% | 61.59%-39.3pp | 803.06%-780.8pp | 33.65%-11.4pp |
| Employer contribution / active EE | $8,930 | $1,759+407.7% | $5,144+73.6% | $2,584+245.5% |
| Participant deferral / active EE | $9,650 | $3,335+189.4% | $5,198+85.7% | $4,222+128.6% |
| Admin fee / account holder | $49 | $53-7.0% | $13,956-99.6% | $72-31.7% |