Filed November 9, 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 |
|---|---|---|
TIAA8+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $21,046 |
CAPFINANCIAL PARTNERS LLC3 years Service code 28 · EIN 26-0058143 | Investment Management | $11,640 |
RUBINBROWN LLP4 years Service code 10 · EIN 43-0765316 | Accounting | $10,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,421 | $79,124+9.2% | $60,874+42.0% | $64,808+33.3% |
| Participation rate | 87.2% | 77.7%+9.5pp | 73.1%+14.1pp | 71.5%+15.7pp |
| Annual return | -11.82% | -7.13%-4.7pp | 16.90%-28.7pp | 32.82%-44.6pp |
| Employer contribution / active EE | $603 | $3,050-80.2% | $2,701-77.7% | $2,506-75.9% |
| Participant deferral / active EE | $2,601 | $3,725-30.2% | $3,817-31.9% | $4,310-39.7% |
| Admin fee / account holder | $105 | $106-0.6% | $3,224-96.7% | $188-44.1% |