Filed November 26, 2008
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 |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $129,214 |
JULIAN OSORIO5 years Service code 14 · EIN 13-1988190 | Plan Administrator | $55,708 |
FARRAH DORSINVILLE5 years Service code 14 · EIN 13-1988190 | Plan Administrator | $50,946 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $32,640 |
COHNREZNICK LLP2 years Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $25,250 |
NIXON PEABODY LLP4 years Service code 29 · EIN 16-0764720 | Legal | $8,712 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,042 | $127,246-50.5% | $75,728-16.8% | $101,555-37.9% |
| Participation rate | 87.8% | 76.6%+11.3pp | 74.8%+13.0pp | 74.5%+13.3pp |
| Annual return | 12.62% | 14.35%-1.7pp | 104.66%-92.0pp | 21.00%-8.4pp |
| Employer contribution / active EE | $1,508 | $4,333-65.2% | $2,743-45.0% | $2,972-49.2% |
| Participant deferral / active EE | $96 | $4,639-97.9% | $3,820-97.5% | $4,874-98.0% |
| Admin fee / account holder | $29 | $42-30.4% | $3,620-99.2% | $139-79.3% |