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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $255,803 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $65,028 |
JULIAN OSORIO7 years Service code 14 · EIN 13-1988190 | Plan Administrator | $60,596 |
FARRAH DORSINVILLE7 years Service code 14 · EIN 13-1988190 | Plan Administrator | $40,645 |
COHNREZNICK LLP2 years Service code 10 · EIN 22-1478099 | Accounting | $14,280 |
ZHANG FINANCIAL1 year Filed as: DE ZHANG Service code 14 · EIN 13-1988190 | Plan Administrator | $10,745 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,278 | $111,545-44.2% | $64,110-2.9% | $103,657-39.9% |
| Participation rate | 84.5% | 74.9%+9.6pp | 72.3%+12.1pp | 73.4%+11.1pp |
| Annual return | 13.98% | 17.80%-3.8pp | 33.75%-19.8pp | 33.13%-19.2pp |
| Employer contribution / active EE | $2,318 | $4,573-49.3% | $2,751-15.7% | $3,216-27.9% |
| Participant deferral / active EE | $139 | $4,715-97.1% | $3,883-96.4% | $5,218-97.3% |
| Admin fee / account holder | $42 | $45-7.2% | $3,071-98.6% | $114-63.3% |