Filed August 21, 2009 (most recent of 3 filings on file)
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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $373,857 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $25,000 |
GRANT THORNTON LLP7+ years Service code 10 · EIN 36-6055558 | Accounting | $24,645 |
Filed as: CAMMACK RETIREMENT GROUP, INC. Service code 28 · EIN 46-4084533 | Investment Management | $15,000 |
VILLAGE COPIER7+ years Service code 36 · EIN 13-3554225 | Direct payment from the plan; Copying... | $7,529 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,501 | $120,057-41.3% | $75,728-6.9% | $93,010-24.2% |
| Participation rate | 95.2% | 77.3%+17.9pp | 74.8%+20.4pp | 73.9%+21.3pp |
| Annual return | 13.15% | 19.62%-6.5pp | 104.66%-91.5pp | 158.70%-145.6pp |
| Employer contribution / active EE | $1,418 | $3,253-56.4% | $2,743-48.3% | $2,705-47.6% |
| Participant deferral / active EE | $2,529 | $4,089-38.2% | $3,820-33.8% | $4,561-44.6% |
| Admin fee / account holder | $53 | $81-35.2% | $3,620-98.5% | $152-65.2% |