Filed December 13, 2005
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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $254,205 |
TIAA8+ years Filed as: TIAA-TEACHERS INSURANCE ASSOCIATION Service code 50 · EIN 13-1624203 | Direct Payment | $206,529 |
Service code 29 · EIN 59-1450702 | Legal | $88,816 |
Service code 14 · EIN 59-1083502 | Plan Administrator | $46,940 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,000 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 19 · EIN 74-1625348 | Securities Custodian | $27,678 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG US, LLP Service code 10 · EIN 34-6565596 | Accounting | $25,000 |
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 | $65,026 | $95,445-31.9% | $60,919+6.7% | $78,104-16.7% |
| Participation rate | 66.8% | 72.5%-5.7pp | 73.1%-6.3pp | 74.5%-7.7pp |
| Annual return | -13.34% | -12.21%-1.1pp | 16.98%-30.3pp | 10.90%-24.2pp |
| Employer contribution / active EE | $4,095 | $3,900+5.0% | $2,704+51.5% | $3,128+30.9% |
| Participant deferral / active EE | $3,372 | $4,558-26.0% | $3,814-11.6% | $5,089-33.7% |
| Admin fee / account holder | $111 | $46+142.0% | $3,226-96.6% | $79+40.3% |