Filed February 3, 2005
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 |
|---|---|---|
TIAA10+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $40,012 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $39,008 |
CAP FINANCIAL PARTNERS, LLC2 years Service code 28 · EIN 26-0058143 | Investment Management | $33,899 |
MERCER9 years Filed as: MERCER (US), INC Service code 16 · EIN 13-2834414 | Consulting | $7,808 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVEST. INST. OPER. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Filed as: FIDELITY INVEST.INST. OPER. CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVEST.INST. OPER. CO. Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $215,472 | $113,568+89.7% | $67,560+218.9% | $200,096+7.7% |
| Participation rate | 87.5% | 73.3%+14.2pp | 72.9%+14.6pp | 72.0%+15.5pp |
| Annual return | 12.74% | 15.88%-3.1pp | 3533.50%-3520.8pp | 34.26%-21.5pp |
| Employer contribution / active EE | $6,423 | $3,409+88.4% | $2,737+134.7% | $3,038+111.4% |
| Participant deferral / active EE | $7,980 | $4,163+91.7% | $4,004+99.3% | $5,090+56.8% |
| Admin fee / account holder | $59 | $102-42.4% | $3,994-98.5% | $269-78.1% |