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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $130,483 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $46,448 |
MOSS ADAMS LLP5 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $24,675 |
JONES DAY9+ years Service code 29 · EIN 34-0319085 | Legal | $23,498 |
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 | $137,144 | $105,179+30.4% | $64,110+113.9% | $80,187+71.0% |
| Participation rate | 59.5% | 73.5%-14.0pp | 72.3%-12.8pp | 72.9%-13.4pp |
| Annual return | 15.48% | 20.34%-4.9pp | 33.75%-18.3pp | 40.40%-24.9pp |
| Employer contribution / active EE | $5,563 | $3,311+68.0% | $2,751+102.2% | $2,980+86.7% |
| Participant deferral / active EE | $0 | $4,020-100.0% | $3,883-100.0% | $5,016-100.0% |
| Admin fee / account holder | $74 | $113-34.9% | $3,071-97.6% | $145-49.2% |