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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $378,795 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $175,227 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $20,344 |
VSEEN/VILLAGE PRINT & MEDIA2 years Service code 49 · EIN 13-2917751 | Other Services | $13,681 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,128 | $113,568-34.7% | $67,560+9.7% | $200,096-63.0% |
| Participation rate | 96.2% | 73.3%+22.9pp | 72.9%+23.3pp | 72.0%+24.2pp |
| Annual return | 12.55% | 15.88%-3.3pp | 3533.50%-3520.9pp | 34.26%-21.7pp |
| Employer contribution / active EE | $2,959 | $3,409-13.2% | $2,737+8.1% | $3,038-2.6% |
| Participant deferral / active EE | $2,492 | $4,163-40.1% | $4,004-37.8% | $5,090-51.0% |
| Admin fee / account holder | $65 | $102-36.4% | $3,994-98.4% | $269-75.8% |