Filed March 22, 2006 (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.
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095737 | Advisory (Plan) | $15,641 |
ARMANINO LLP4 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 12657 ALCOSTA BLVD. · SAN RAMON, CA 945834600 | Accounting | $15,225 |
TIAA7 years Filed as: TIAA TEACHERS INS & ANNUITY ASSOC Service code 21 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Bank Trustee | $2,275 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,079 | $67,594+237.4% | $77,361+194.8% | $69,733+227.1% |
| Participation rate | 99.4% | 71.7%+27.7pp | 75.0%+24.5pp | 62.5%+37.0pp |
| Annual return | 11.84% | 19.20%-7.4pp | 1011.54%-999.7pp | 15.22%-3.4pp |
| Employer contribution / active EE | $6,145 | $2,649+132.0% | $2,990+105.5% | $2,250+173.1% |
| Participant deferral / active EE | $7,293 | $3,401+114.4% | $3,911+86.5% | $3,054+138.8% |
| Admin fee / account holder | $99 | $1,159-91.4% | $5,894-98.3% | $3,102-96.8% |