Filed April 13, 2018
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP3 years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $48,880 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG, LLP Service code 28 · EIN 34-6565596 | Investment Management | $37,500 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $34,876 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $22,628 |
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 | $88,522 | $91,937-3.7% | $59,899+47.8% | $68,904+28.5% |
| Participation rate | 98.4% | 74.4%+24.0pp | 74.7%+23.7pp | 74.1%+24.3pp |
| Annual return | -4.19% | -3.10%-1.1pp | 3.46%-7.7pp | 1.07%-5.3pp |
| Employer contribution / active EE | $7,659 | $4,347+76.2% | $2,723+181.3% | $2,540+201.5% |
| Participant deferral / active EE | $0 | $3,817-100.0% | $3,403-100.0% | $4,015-100.0% |
| Admin fee / account holder | $12 | $27-55.7% | $3,592-99.7% | $71-83.4% |