Filed December 10, 2007 (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.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $203,503 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 30-1413443 | Accounting | $72,962 |
Service code 16 · EIN 20-8532658 | Consulting | $52,500 |
Filed as: ARTHUR J GALLAGHER RISK MGMT SVCS Service code 22 · EIN 36-2151613 | Insurance Broker | $15,632 |
LOCKE LORD LLP1 year Filed as: LOCKE LORD Service code 29 · EIN 74-1164324 | Legal | $9,393 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $5,973 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,080 | $91,695+22.2% | $67,575+65.9% | $77,736+44.2% |
| Participation rate | 97.7% | 76.0%+21.6pp | 72.9%+24.7pp | 70.6%+27.1pp |
| Annual return | 11.99% | 14.88%-2.9pp | 3528.98%-3517.0pp | 31.26%-19.3pp |
| Employer contribution / active EE | $5,774 | $3,189+81.1% | $2,736+111.1% | $2,728+111.7% |
| Participant deferral / active EE | $3,588 | $3,912-8.3% | $4,003-10.4% | $4,651-22.8% |
| Admin fee / account holder | $326 | $245+33.1% | $3,993-91.8% | $433-24.8% |