Filed June 24, 2003
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 Service code 37 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Loan Processing | $55,649 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $35,615 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,485 | $69,774+207.4% | $67,575+217.4% | $74,459+188.1% |
| Participation rate | 97.6% | 71.4%+26.2pp | 72.9%+24.7pp | 67.2%+30.4pp |
| Annual return | 13.32% | -40.53%+53.8pp | 3528.98%-3515.7pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $9,629 | $2,710+255.3% | $2,736+252.0% | $2,626+266.7% |
| Participant deferral / active EE | $12,915 | $3,636+255.2% | $4,003+222.6% | $4,350+196.9% |
| Admin fee / account holder | $146 | $890-83.6% | $3,993-96.3% | $1,945-92.5% |