Filed May 6, 2011 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $19,544 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $656 |
Filed as: FIDELITY INV INS OPERATIONS CO INC. Service code 50 · EIN 04-2647786 | Direct Payment | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $38,336 | $91,420-58.1% | $57,196-33.0% | $65,292-41.3% |
| Participation rate | 81.2% | 72.6%+8.6pp | 75.3%+5.9pp | 72.4%+8.8pp |
| Annual return | 9.83% | 7.55%+2.3pp | 14.59%-4.8pp | 11.84%-2.0pp |
| Employer contribution / active EE | $2,577 | $3,776-31.7% | $2,683-3.9% | $2,302+12.0% |
| Participant deferral / active EE | $2,884 | $3,512-17.9% | $3,096-6.9% | $3,579-19.4% |
| Admin fee / account holder | $4 | $22-83.9% | $3,141-99.9% | $57-93.9% |