Filed August 7, 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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $195,767 |
CAPFINANCIAL PARTNERS LLC10+ years Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $76,828 |
NIXON PEABODY LLP4 years Service code 29 · EIN 16-0764720 1300 CLINTON SQUARE · ROCHESTER, NY 146041707 | Legal | $49,972 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $7,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,150 | $113,568+78.9% | $67,560+200.7% | $200,096+1.5% |
| Participation rate | 69.9% | 73.3%-3.4pp | 72.9%-3.0pp | 72.0%-2.1pp |
| Annual return | 12.38% | 15.88%-3.5pp | 3533.50%-3521.1pp | 34.26%-21.9pp |
| Employer contribution / active EE | $4,667 | $3,409+36.9% | $2,737+70.5% | $3,038+53.6% |
| Participant deferral / active EE | $3,492 | $4,163-16.1% | $4,004-12.8% | $5,090-31.4% |
| Admin fee / account holder | $49 | $102-52.5% | $3,994-98.8% | $269-81.9% |