Filed November 26, 2007 (most recent of 2 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.
| Provider | Service type | Compensation |
|---|---|---|
BCA WATSON RICE LLP1+ years Service code 10 · EIN 26-1726741 | Accounting | $26,500 |
CAP FINANCIAL PARTNERS, LLC1+ years Service code 28 · EIN 26-0058143 | Investment Management | $19,897 |
TIAA1+ years Service code 14 · EIN 13-1624203 | Plan Administrator | $7,000 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $117,190 | $112,772+3.9% | $57,357+104.3% | $59,188+98.0% |
| Participation rate | 94.7% | 71.3%+23.4pp | 75.1%+19.6pp | 69.4%+25.3pp |
| Annual return | 1.51% | 0.85%+0.7pp | 24.41%-22.9pp | 5.51%-4.0pp |
| Employer contribution / active EE | $10,569 | $3,400+210.8% | $2,689+293.1% | $2,098+403.8% |
| Participant deferral / active EE | $0 | $3,010-100.0% | $3,162-100.0% | $3,265-100.0% |
| Admin fee / account holder | $10 | $144-93.4% | $3,357-99.7% | $92-89.6% |