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 | $93,569 |
COHNREZNICK LLP2 years Service code 10 · EIN 22-1478099 | Accounting | $30,450 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $22,750 |
JULIAN OSORIO3 years Service code 14 · EIN 13-1988190 | Plan Administrator | $15,832 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $72,426-100.0% | $67,560-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | -98.16% | 7226.78%-7324.9pp | 3533.50%-3631.7pp | 552.29%-650.4pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |