Filed May 30, 1997
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $119,869 |
Filed as: CAPFINANCIAL PARTNERS, L Service code 27 · EIN 26-0058143 | Advisory (Plan) | $70,600 |
GRAY, GRAY & GRAY3 years Filed as: GRAY, GRAY & GRAY LLP Service code 29 · EIN 42-0288368 | Legal | $15,000 |
USI CONSULTING GROUP1 year Service code 27 · EIN 06-1053228 | Advisory (Plan) | $9,210 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported the discovery of a loss from fraud or dishonesty.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $366,524 | $95,438+284.0% | $135,998+169.5% | $74,478+392.1% |
| Participation rate | 96.9% | 78.2%+18.6pp | 81.9%+14.9pp | 70.7%+26.1pp |
| Annual return | 18.34% | 32.61%-14.3pp | 68.37%-50.0pp | 34.37%-16.0pp |
| Employer contribution / active EE | $11,491 | $3,878+196.3% | $4,860+136.5% | $2,637+335.8% |
| Participant deferral / active EE | $14,503 | $7,790+86.2% | $7,761+86.9% | $4,530+220.2% |
| Admin fee / account holder | $228 | $259-11.7% | $10,769-97.9% | $347-34.2% |