Filed May 6, 2011 (most recent of 2 filings on file)
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC9+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $91,011 |
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $64,515 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,561 |
Filed as: FIDELITY INV INST OPS CO. LLC Service code 50 · EIN 04-2647786 | Direct Payment | $3,800 |
Service code 12 · EIN 13-3689044 | Claims processing; Participant loan p... | $500 |
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $373,569 | $105,179+255.2% | $64,101+482.8% | $80,157+366.0% |
| Participation rate | 67.5% | 73.5%-6.0pp | 72.3%-4.8pp | 72.9%-5.4pp |
| Annual return | 14.22% | 20.34%-6.1pp | 33.72%-19.5pp | 40.39%-26.2pp |
| Employer contribution / active EE | $6,751 | $3,311+103.9% | $2,749+145.6% | $2,977+126.7% |
| Participant deferral / active EE | $7,410 | $4,020+84.3% | $3,881+90.9% | $5,015+47.8% |
| Admin fee / account holder | $66 | $113-41.8% | $3,070-97.9% | $145-54.5% |