Filed April 15, 2008
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 LLC10+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $50,377 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$56,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,215 | $99,061-32.1% | $76,284-11.9% | $99,061-32.1% |
| Participation rate | 37.9% | 71.6%-33.7pp | 79.2%-41.3pp | 71.6%-33.7pp |
| Annual return | 14.98% | 17.66%-2.7pp | 13.77%+1.2pp | 17.66%-2.7pp |
| Employer contribution / active EE | $831 | $3,261-74.5% | $4,585-81.9% | $3,261-74.5% |
| Participant deferral / active EE | $1,452 | $5,331-72.8% | $5,478-73.5% | $5,331-72.8% |
| Admin fee / account holder | -$2 | $109-101.8% | $5,131-100.0% | $109-101.8% |