Filed October 12, 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 |
|---|---|---|
TIAA5 years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $113,075 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $36,514 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $18,779 |
SEYFARTH SHAW LLP8 years Service code 29 · EIN 36-2152202 | Legal | $16,068 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,844 | $122,128+121.0% | $147,117+83.4% | $200,096+34.9% |
| Participation rate | 98.3% | 78.2%+20.1pp | 82.2%+16.1pp | 72.0%+26.3pp |
| Annual return | 12.43% | 30.58%-18.2pp | 420.54%-408.1pp | 34.26%-21.8pp |
| Employer contribution / active EE | $11,848 | $4,093+189.5% | $4,932+140.2% | $3,038+290.0% |
| Participant deferral / active EE | $0 | $8,484-100.0% | $8,065-100.0% | $5,090-100.0% |
| Admin fee / account holder | $32 | $180-82.2% | $12,993-99.8% | $269-88.1% |