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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $234,881 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $41,391 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $28,050 |
NIXON PEABODY LLP5 years Service code 29 · EIN 16-0764720 | Legal | $16,084 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,849 | $95,445-41.5% | $60,919-8.3% | $78,104-28.5% |
| Participation rate | 80.2% | 72.5%+7.7pp | 73.1%+7.1pp | 74.5%+5.7pp |
| Annual return | -10.84% | -12.21%+1.4pp | 16.98%-27.8pp | 10.90%-21.7pp |
| Employer contribution / active EE | $2,028 | $3,900-48.0% | $2,704-25.0% | $3,128-35.1% |
| Participant deferral / active EE | $147 | $4,558-96.8% | $3,814-96.2% | $5,089-97.1% |
| Admin fee / account holder | $41 | $46-10.7% | $3,226-98.7% | $79-48.2% |