Filed September 24, 1985
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP2 years Service code 10 · EIN 42-0714325 5155 PAYSHERE CIRCLE · CHICAGO, IL 606740001 | Accounting | $14,910 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD · RALEIGH, NC 276095734 | Advisory (Plan) | $11,696 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,110 | $63,768+78.9% | $98,506+15.8% | $79,389+43.7% |
| Participation rate | 97.1% | 69.9%+27.2pp | 73.3%+23.7pp | 70.7%+26.3pp |
| Annual return | 18.43% | 626.18%-607.7pp | 1494.92%-1476.5pp | 116.89%-98.5pp |
| Employer contribution / active EE | $0 | $2,558-100.0% | $2,961-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $7,781 | $3,305+135.4% | $4,277+81.9% | $4,046+92.3% |
| Admin fee / account holder | $64 | $516-87.7% | $5,955-98.9% | $626-89.8% |