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 |
|---|---|---|
Filed as: NATHAN WECHSLER Service code 10 · EIN 02-0327524 70 COMMERCIAL STREET · CONCORD, NH 03301 | Accounting | $10,250 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Participants) | $7,873 |
Service code 17 · EIN 26-1233837 19825-B NORTH COVE ROAD #105 · CORNELIUS, NC 28031 | Pension Consulting | $2,440 |
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 | $102,467 | $51,620+98.5% | $90,304+13.5% | $65,185+57.2% |
| Participation rate | 99.3% | 68.6%+30.6pp | 73.3%+26.0pp | 70.2%+29.1pp |
| Annual return | 18.33% | 24.94%-6.6pp | 78.13%-59.8pp | 29.38%-11.1pp |
| Employer contribution / active EE | $4,463 | $2,235+99.7% | $2,855+56.3% | $2,177+105.0% |
| Participant deferral / active EE | $4,808 | $2,871+67.5% | $3,885+23.8% | $3,514+36.8% |
| Admin fee / account holder | $67 | $384-82.6% | $5,354-98.8% | $847-92.1% |