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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $125,944 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $36,235 |
MOSS ADAMS LLP8+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $18,200 |
JONES DAY8+ years Service code 29 · EIN 34-0319085 | Legal | $14,741 |
Filed as: VALIC Service code 50 · EIN 74-1625348 | Direct Payment | $491 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,745 | $98,780+7.1% | $60,919+73.6% | $77,906+35.7% |
| Participation rate | 91.4% | 76.7%+14.8pp | 73.1%+18.3pp | 73.7%+17.7pp |
| Annual return | -9.82% | -11.56%+1.7pp | 16.98%-26.8pp | 12.16%-22.0pp |
| Employer contribution / active EE | $0 | $3,605-100.0% | $2,704-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $7,436 | $4,200+77.0% | $3,814+95.0% | $4,805+54.8% |
| Admin fee / account holder | $69 | $89-21.9% | $3,226-97.9% | $133-47.8% |