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 | $1,574,912 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $8,356 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,619 | $83,057+62.1% | $143,801-6.4% | $89,433+50.5% |
| Participation rate | 93.3% | 74.0%+19.3pp | 80.3%+13.0pp | 71.3%+22.0pp |
| Annual return | -16.14% | -13.97%-2.2pp | -0.04%-16.1pp | -11.88%-4.3pp |
| Employer contribution / active EE | $10,087 | $2,095+381.5% | $4,952+103.7% | $3,021+233.9% |
| Participant deferral / active EE | $11,108 | $4,281+159.5% | $5,639+97.0% | $5,125+116.7% |
| Admin fee / account holder | $47 | $83-43.3% | $14,680-99.7% | $79-40.7% |