Filed October 7, 2002 (most recent of 3 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $6,254 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,701 |
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,323 | $52,346-42.1% | $143,801-78.9% | $78,104-61.2% |
| Participation rate | 90.8% | 72.7%+18.1pp | 80.3%+10.5pp | 74.5%+16.3pp |
| Annual return | -13.85% | -14.19%+0.3pp | -0.04%-13.8pp | 10.90%-24.7pp |
| Employer contribution / active EE | $3,807 | $2,131+78.7% | $4,952-23.1% | $3,128+21.7% |
| Participant deferral / active EE | $0 | $3,800-100.0% | $5,639-100.0% | $5,089-100.0% |
| Admin fee / account holder | $1 | $63-98.0% | $14,680-100.0% | $79-98.4% |