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 | $86,932 |
JULIAN OSORIO1 year Service code 14 · EIN 13-1988190 | Plan Administrator | $55,285 |
FARRAH DORSINVILLE1 year Service code 14 · EIN 13-1988190 | Plan Administrator | $48,910 |
COHNREZNICK LLP3 years Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $12,750 |
NIXON PEABODY LLP1 year Service code 29 · EIN 16-0764720 | Legal | $7,820 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $7,662 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,473 | $95,445-45.0% | $60,919-13.9% | $78,104-32.8% |
| Participation rate | 18.5% | 72.5%-54.0pp | 73.1%-54.6pp | 74.5%-56.0pp |
| Annual return | -10.11% | -12.21%+2.1pp | 16.98%-27.1pp | 10.90%-21.0pp |
| Employer contribution / active EE | $0 | $3,900-100.0% | $2,704-100.0% | $3,128-100.0% |
| Participant deferral / active EE | $860 | $4,558-81.1% | $3,814-77.5% | $5,089-83.1% |
| Admin fee / account holder | $42 | $46-8.1% | $3,226-98.7% | $79-46.7% |