Filed July 1, 2010
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 |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $6,439 |
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE. · WHITE PLAINS, NY 106043027 | Plan Administrator | $6,436 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,026 | $55,457+71.4% | $77,361+22.8% | $94,015+1.1% |
| Participation rate | 97.5% | 69.8%+27.7pp | 75.0%+22.5pp | 70.8%+26.7pp |
| Annual return | 10.52% | 15.57%-5.1pp | 1011.54%-1001.0pp | 17.84%-7.3pp |
| Employer contribution / active EE | $5,649 | $2,255+150.6% | $2,990+88.9% | $2,790+102.5% |
| Participant deferral / active EE | $3,630 | $3,069+18.3% | $3,911-7.2% | $4,249-14.6% |
| Admin fee / account holder | $87 | $4,334-98.0% | $5,894-98.5% | $8,951-99.0% |