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.
| 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 | Investment management; Participant co... | $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% | $64,110+482.7% | $80,187+365.9% |
| Participation rate | 67.5% | 73.5%-6.0pp | 72.3%-4.8pp | 72.9%-5.4pp |
| Annual return | 14.22% | 20.34%-6.1pp | 33.75%-19.5pp | 40.40%-26.2pp |
| Employer contribution / active EE | $6,751 | $3,311+103.9% | $2,751+145.4% | $2,980+126.6% |
| Participant deferral / active EE | $7,410 | $4,020+84.3% | $3,883+90.8% | $5,016+47.7% |
| Admin fee / account holder | $66 | $113-41.8% | $3,071-97.9% | $145-54.5% |