Filed January 18, 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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $337,715 |
Filed as: CAPFINANCIAL PARTNERS. LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $34,500 |
CAPFINANCIAL PARTNERS LLC7+ years Filed as: CAPTRUST ADVISORS, LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $34,500 |
KPMG LLP3 years Service code 10 · EIN 13-5565207 | Accounting | $23,300 |
Service code 27 · EIN 59-0936101 | Advisory (Plan) | $13,013 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,392 | $120,057-8.1% | $75,728+45.8% | $93,010+18.7% |
| Participation rate | 96.8% | 77.3%+19.5pp | 74.8%+21.9pp | 73.9%+22.9pp |
| Annual return | 13.07% | 19.62%-6.5pp | 104.66%-91.6pp | 158.70%-145.6pp |
| Employer contribution / active EE | $5,254 | $3,253+61.5% | $2,743+91.5% | $2,705+94.2% |
| Participant deferral / active EE | $4,216 | $4,089+3.1% | $3,820+10.4% | $4,561-7.6% |
| Admin fee / account holder | $87 | $81+7.3% | $3,620-97.6% | $152-42.4% |