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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $123,070 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $87,455 |
GRANT THORNTON LLP8 years Filed as: GRANT THORNTON, LLP Service code 15 · EIN 36-6055558 | Recordkeeping | $40,174 |
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 | $165,185 | $83,884+96.9% | $64,110+157.7% | $74,478+121.8% |
| Participation rate | 98.8% | 76.6%+22.2pp | 72.3%+26.4pp | 70.7%+28.0pp |
| Annual return | 13.84% | 16.57%-2.7pp | 33.75%-19.9pp | 34.37%-20.5pp |
| Employer contribution / active EE | $6,877 | $3,084+123.0% | $2,751+150.0% | $2,637+160.8% |
| Participant deferral / active EE | $5,876 | $3,692+59.2% | $3,883+51.3% | $4,530+29.7% |
| Admin fee / account holder | $130 | $196-33.5% | $3,071-95.8% | $347-62.5% |