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 | $133,489 |
SEYFARTH SHAW LLP8 years Service code 29 · EIN 36-2152202 | Legal | $39,342 |
CAP FINANCIAL PARTNERS, LLC2 years Service code 28 · EIN 26-0058143 | Investment Management | $36,514 |
PRICEWATERHOUSECOOPERS LLP10+ years Service code 10 · EIN 13-4008324 | Accounting | $18,354 |
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 | $263,674 | $122,128+115.9% | $147,117+79.2% | $200,096+31.8% |
| Participation rate | 98.7% | 78.2%+20.5pp | 82.2%+16.5pp | 72.0%+26.7pp |
| Annual return | 14.35% | 30.58%-16.2pp | 420.54%-406.2pp | 34.26%-19.9pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,932-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $12,867 | $8,484+51.7% | $8,065+59.6% | $5,090+152.8% |
| Admin fee / account holder | $63 | $180-64.9% | $12,993-99.5% | $269-76.6% |