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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $373,913 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $175,326 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $72,100 |
KELLEY DRYE & WARREN LLP7 years Service code 29 · EIN 13-5335107 | Legal | $44,438 |
Service code 29 · EIN 36-1453176 | Legal | $24,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $126,429 | $59,312+113.2% | $149,740-15.6% | $103,657+22.0% |
| Participation rate | 56.9% | 70.3%-13.4pp | 78.8%-21.9pp | 73.4%-16.5pp |
| Annual return | 12.80% | 78.03%-65.2pp | 134.51%-121.7pp | 33.13%-20.3pp |
| Employer contribution / active EE | $2,127 | $2,187-2.7% | $4,821-55.9% | $3,216-33.8% |
| Participant deferral / active EE | $4,508 | $3,719+21.2% | $5,683-20.7% | $5,218-13.6% |
| Admin fee / account holder | $96 | $103-6.3% | $13,222-99.3% | $114-15.7% |