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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $104,140 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $36,642 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $19,740 |
JONES DAY9+ years Service code 29 · EIN 34-0319085 | Legal | $18,802 |
Filed as: VALIC Service code 50 · EIN 74-1625348 | Direct Payment | $489 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,147 | $105,179+12.3% | $64,110+84.3% | $80,187+47.3% |
| Participation rate | 56.1% | 73.5%-17.4pp | 72.3%-16.2pp | 72.9%-16.8pp |
| Annual return | 14.90% | 20.34%-5.4pp | 33.75%-18.8pp | 40.40%-25.5pp |
| Employer contribution / active EE | $6 | $3,311-99.8% | $2,751-99.8% | $2,980-99.8% |
| Participant deferral / active EE | $4,709 | $4,020+17.1% | $3,883+21.3% | $5,016-6.1% |
| Admin fee / account holder | $63 | $113-44.6% | $3,071-98.0% | $145-56.7% |