Filed December 14, 1992
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 | Recordkeeping | $100,470 |
JONES DAY7+ years Service code 29 · EIN 34-0319085 | Legal | $48,238 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $30,372 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $16,500 |
CAMMACK LARHETTE ADVISORS7+ years Service code 28 · EIN 13-3052851 | Investment Management | $10,317 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,859 | $120,057+13.2% | $75,728+79.4% | $93,010+46.1% |
| Participation rate | 93.3% | 77.3%+16.0pp | 74.8%+18.5pp | 73.9%+19.4pp |
| Annual return | 13.18% | 19.62%-6.4pp | 104.66%-91.5pp | 158.70%-145.5pp |
| Employer contribution / active EE | $8,445 | $3,253+159.6% | $2,743+207.8% | $2,705+212.1% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $3,820-100.0% | $4,561-100.0% |
| Admin fee / account holder | $69 | $81-15.9% | $3,620-98.1% | $152-54.8% |