Filed March 26, 1998
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 LLC2 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $23,533 |
TONNESON & COMPANY, PC1 year Service code 10 401 EDGEWATER PLACE, SUITE 300 · WAKEFIELD, MA 018806208 | Accounting | $13,362 |
TIAA11+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV. INST. OPR. CO. INC. Service code 50 · EIN 04-2647786 | Direct Payment | $72 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,594 | $67,984+92.1% | $65,493+99.4% | $74,304+75.8% |
| Participation rate | 99.1% | 66.3%+32.7pp | 73.1%+26.0pp | 60.3%+38.7pp |
| Annual return | 15.38% | 19.87%-4.5pp | 982.45%-967.1pp | 29.43%-14.0pp |
| Employer contribution / active EE | $4,485 | $2,491+80.0% | $2,574+74.2% | $2,241+100.1% |
| Participant deferral / active EE | $6,420 | $3,346+91.8% | $3,961+62.1% | $3,767+70.4% |
| Admin fee / account holder | $72 | $1,373-94.8% | $5,028-98.6% | $2,969-97.6% |