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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $302,467 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $100,245 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $20,425 |
Service code 49 · EIN 13-2917751 | Other Services | $16,476 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,658 | $105,179-35.7% | $64,110+5.5% | $80,187-15.6% |
| Participation rate | 96.6% | 73.5%+23.0pp | 72.3%+24.2pp | 72.9%+23.6pp |
| Annual return | 14.90% | 20.34%-5.4pp | 33.75%-18.8pp | 40.40%-25.5pp |
| Employer contribution / active EE | $3,003 | $3,311-9.3% | $2,751+9.2% | $2,980+0.8% |
| Participant deferral / active EE | $2,544 | $4,020-36.7% | $3,883-34.5% | $5,016-49.3% |
| Admin fee / account holder | $49 | $113-56.6% | $3,071-98.4% | $145-66.1% |