Filed January 25, 2006
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 | $140,810 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $131,205 |
GRANT THORNTON LLP9 years Filed as: GRANT THORNTON, LLP Service code 15 · EIN 36-6055558 | Recordkeeping | $18,000 |
MARIST COLLEGE3 years Service code 10 · EIN 14-1442493 3399 NORTH RD · POUGHKEEPSIE, NY 126011350 | Accounting | $13,800 |
Service code 27 · EIN 26-0058143 ATTN TIM MARTIN · RALEIGH, NC 276756071 | Advisory (Plan) | $13,750 |
Annual investment return 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 | $175,400 | $91,710+91.3% | $67,560+159.6% | $77,762+125.6% |
| Participation rate | 99.0% | 76.0%+23.0pp | 72.9%+26.1pp | 70.6%+28.5pp |
| Annual return | 11.23% | 14.88%-3.6pp | 3533.50%-3522.3pp | 31.27%-20.0pp |
| Employer contribution / active EE | $7,402 | $3,187+132.2% | $2,737+170.5% | $2,728+171.3% |
| Participant deferral / active EE | $6,080 | $3,911+55.5% | $4,004+51.9% | $4,651+30.7% |
| Admin fee / account holder | $174 | $245-28.8% | $3,994-95.6% | $433-59.7% |