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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $162,550 |
CAPFINANCIAL PARTNERS LLC9+ years Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $53,172 |
NIXON PEABODY LLP3 years Service code 29 · EIN 16-0764720 1300 CLINTON SQUARE · ROCHESTER, NY 146041707 | Legal | $39,945 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 220 S 6TH STR, SUITE 300 · MINNEAPOLIS, MN 55402 | Accounting | $30,030 |
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 | $186,471 | $105,179+77.3% | $64,110+190.9% | $80,187+132.5% |
| Participation rate | 70.3% | 73.5%-3.2pp | 72.3%-2.0pp | 72.9%-2.6pp |
| Annual return | 14.39% | 20.34%-5.9pp | 33.75%-19.4pp | 40.40%-26.0pp |
| Employer contribution / active EE | $4,151 | $3,311+25.4% | $2,751+50.9% | $2,980+39.3% |
| Participant deferral / active EE | $3,208 | $4,020-20.2% | $3,883-17.4% | $5,016-36.0% |
| Admin fee / account holder | $164 | $113+44.9% | $3,071-94.7% | $145+13.2% |