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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $274,531 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $125,061 |
THANDIWE WEZA3 years Service code 30 · EIN 13-3297197 | Direct payment from the plan; Employe... | $78,450 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $21,137 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $12,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,201 | $98,780-39.1% | $60,919-1.2% | $77,906-22.7% |
| Participation rate | 95.4% | 76.7%+18.7pp | 73.1%+22.3pp | 73.7%+21.7pp |
| Annual return | -11.59% | -11.56%0pp | 16.98%-28.6pp | 12.16%-23.7pp |
| Employer contribution / active EE | $2,836 | $3,605-21.3% | $2,704+4.9% | $2,846-0.4% |
| Participant deferral / active EE | $2,427 | $4,200-42.2% | $3,814-36.4% | $4,805-49.5% |
| Admin fee / account holder | $59 | $89-33.7% | $3,226-98.2% | $133-55.7% |