Filed May 15, 2013
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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $14,958 |
Filed as: NATHAN WECHSLER Service code 10 · EIN 02-0327524 | Accounting | $13,000 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $3,916 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,626 | $60,504+114.2% | $81,882+58.3% | $74,478+74.0% |
| Participation rate | 97.4% | 62.9%+34.4pp | 72.4%+25.0pp | 67.2%+30.1pp |
| Annual return | 12.57% | 16.91%-4.3pp | 779.47%-766.9pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $5,114 | $2,627+94.7% | $2,916+75.4% | $2,626+94.7% |
| Participant deferral / active EE | $5,759 | $3,400+69.4% | $4,323+33.2% | $4,350+32.4% |
| Admin fee / account holder | $97 | $1,492-93.5% | $7,360-98.7% | $1,946-95.0% |