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.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $159,651 |
Filed as: FIDELITY INV INST OPS CO. LLC Service code 50 · EIN 04-2647786 | Direct Payment | $107,306 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,663 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $22,263 |
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 60 | Sub-TA Fees | $0 |
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 | $72,008 | $111,545-35.4% | $64,101+12.3% | $103,590-30.5% |
| Participation rate | 92.5% | 74.9%+17.6pp | 72.3%+20.2pp | 73.3%+19.2pp |
| Annual return | 18.26% | 17.80%+0.5pp | 33.72%-15.5pp | 33.13%-14.9pp |
| Employer contribution / active EE | $4,806 | $4,573+5.1% | $2,749+74.9% | $3,213+49.6% |
| Participant deferral / active EE | $5,594 | $4,715+18.6% | $3,881+44.1% | $5,214+7.3% |
| Admin fee / account holder | $29 | $45-35.8% | $3,070-99.1% | $114-74.6% |