Filed October 10, 2002
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: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $51,845 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $1,333 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $241,573 | $102,087+136.6% | $130,488+85.1% | $102,087+136.6% |
| Participation rate | 99.4% | 70.0%+29.4pp | 85.7%+13.7pp | 70.0%+29.4pp |
| Annual return | -5.06% | -1.07%-4.0pp | 3.94%-9.0pp | -1.07%-4.0pp |
| Employer contribution / active EE | $5,489 | $9,331-41.2% | $11,763-53.3% | $9,331-41.2% |
| Participant deferral / active EE | $2,666 | $2,6660% | $5,470-51.3% | $2,6660% |
| Admin fee / account holder | $0 | $172-99.8% | $10,652-100.0% | $172-99.8% |