Filed February 2, 2010 (most recent of 5 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 |
|---|---|---|
UNIVERSITY OF SAN DIEGO3 years Service code 28 · EIN 95-2544535 | Investment Management | $208,500 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $41,204 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $23,454 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $2,972 |
RELIANCE TRUST COMPANY2 years Filed as: RELIANCE TRUST Service code 21 1100 ABERNATHU RD. NE, #400 · ATLANTA, GA 30328 | Bank Trustee | $12 |
ADP BROKER-DEALER2 years Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $124,432 | $87,173+42.7% | $59,899+107.7% | $75,289+65.3% |
| Participation rate | 58.3% | 74.5%-16.1pp | 74.7%-16.4pp | 72.4%-14.1pp |
| Annual return | -3.55% | -2.14%-1.4pp | 3.46%-7.0pp | -0.04%-3.5pp |
| Employer contribution / active EE | $4,248 | $3,473+22.3% | $2,723+56.0% | $2,405+76.6% |
| Participant deferral / active EE | $2,251 | $3,379-33.4% | $3,403-33.8% | $3,739-39.8% |
| Admin fee / account holder | $65 | $75-12.6% | $3,592-98.2% | $102-36.1% |