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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $333,021 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $70,000 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $65,380 |
KELLEY DRYE & WARREN LLP6 years Service code 29 · EIN 13-5335107 | Legal | $47,157 |
Filed as: THE PRUDENTIAL INS. CO OF AMERICA Service code 15 · EIN 22-1211670 | Recordkeeping | $841 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 52 | Indirect Investment 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 | $114,333 | $52,346+118.4% | $143,801-20.5% | $78,104+46.4% |
| Participation rate | 87.7% | 72.7%+15.0pp | 80.3%+7.4pp | 74.5%+13.2pp |
| Annual return | -10.14% | -14.19%+4.1pp | -0.04%-10.1pp | 10.90%-21.0pp |
| Employer contribution / active EE | $3,786 | $2,131+77.7% | $4,952-23.5% | $3,128+21.1% |
| Participant deferral / active EE | $6,449 | $3,800+69.7% | $5,639+14.4% | $5,089+26.7% |
| Admin fee / account holder | $74 | $63+16.0% | $14,680-99.5% | $79-6.8% |