Filed August 19, 2008 (most recent of 4 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 LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $50,676 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $13,100 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON US Service code 11 · EIN 53-0181291 | Actuarial | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$292,470 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,953 | $50,169+59.4% | $149,740-46.6% | $80,187-0.3% |
| Participation rate | 72.1% | 64.3%+7.8pp | 78.8%-6.7pp | 72.9%-0.8pp |
| Annual return | 17.80% | 29.82%-12.0pp | 134.51%-116.7pp | 40.40%-22.6pp |
| Employer contribution / active EE | $1,368 | $1,869-26.8% | $4,821-71.6% | $2,980-54.1% |
| Participant deferral / active EE | $3,120 | $3,194-2.3% | $5,683-45.1% | $5,016-37.8% |
| Admin fee / account holder | $26 | $153-83.3% | $13,222-99.8% | $145-82.4% |