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.
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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $155,056 |
CAPFINANCIAL PARTNERS LLC8+ years Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $69,056 |
NIXON PEABODY LLP2 years Service code 10 · EIN 16-0764720 1300 CLINTON SQUARE · ROCHESTER, NY 146041707 | Accounting | $44,776 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,136 | $98,780+65.2% | $60,919+167.8% | $77,906+109.4% |
| Participation rate | 85.9% | 76.7%+9.3pp | 73.1%+12.8pp | 73.7%+12.2pp |
| Annual return | -11.45% | -11.56%+0.1pp | 16.98%-28.4pp | 12.16%-23.6pp |
| Employer contribution / active EE | $4,823 | $3,605+33.8% | $2,704+78.4% | $2,846+69.5% |
| Participant deferral / active EE | $3,732 | $4,200-11.2% | $3,814-2.2% | $4,805-22.3% |
| Admin fee / account holder | $50 | $89-44.0% | $3,226-98.5% | $133-62.5% |