Filed March 21, 2006
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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $384,827 |
KELLEY DRYE & WARREN LLP5 years Service code 28 · EIN 13-5335107 | Investment Management | $202,184 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $70,000 |
CAMMACK LARHETTE ADVISORS5 years Service code 28 · EIN 20-4668732 | Investment Management | $25,000 |
Filed as: THE PRUDENTIAL INS. CO OF AMERICA Service code 15 · EIN 22-1211670 | Recordkeeping | $880 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 52 | Indirect Investment Fees | $0 |
Annual investment return 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 | $127,791 | $69,238+84.6% | $185,854-31.2% | $101,555+25.8% |
| Participation rate | 91.2% | 73.5%+17.7pp | 81.7%+9.5pp | 74.5%+16.6pp |
| Annual return | 12.99% | 21.26%-8.3pp | 122.12%-109.1pp | 21.00%-8.0pp |
| Employer contribution / active EE | $2,902 | $2,104+37.9% | $5,169-43.9% | $2,972-2.4% |
| Participant deferral / active EE | $6,201 | $3,764+64.7% | $5,569+11.3% | $4,874+27.2% |
| Admin fee / account holder | $99 | $66+49.7% | $16,246-99.4% | $139-28.8% |