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 |
|---|---|---|
TIAA4 years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $98,933 |
Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $42,207 |
Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $15,243 |
SEYFARTH SHAW LLP7 years Service code 29 · EIN 36-2152202 | Legal | $10,754 |
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 | $253,638 | $107,415+136.1% | $135,998+86.5% | $80,187+216.3% |
| Participation rate | 98.3% | 78.0%+20.3pp | 81.9%+16.4pp | 72.9%+25.4pp |
| Annual return | 15.09% | 91.99%-76.9pp | 68.37%-53.3pp | 40.40%-25.3pp |
| Employer contribution / active EE | $11,524 | $3,878+197.2% | $4,860+137.1% | $2,980+286.8% |
| Participant deferral / active EE | $0 | $8,189-100.0% | $7,761-100.0% | $5,016-100.0% |
| Admin fee / account holder | $30 | $127-76.3% | $10,769-99.7% | $145-79.3% |