Filed April 1, 2002
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 |
|---|---|---|
TIAA5 years Service code 27 · EIN 13-1624203 | Advisory (Plan) | $38,765 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $21,044 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $143,035 | $48,327+196.0% | $67,575+111.7% | $80,935+76.7% |
| Participation rate | 80.0% | 66.4%+13.6pp | 72.9%+7.1pp | 67.7%+12.3pp |
| Annual return | 10.18% | 18.31%-8.1pp | 3528.98%-3518.8pp | 35.66%-25.5pp |
| Employer contribution / active EE | $8,515 | $2,022+321.1% | $2,736+211.3% | $2,757+208.9% |
| Participant deferral / active EE | $10,682 | $2,927+264.9% | $4,003+166.8% | $4,299+148.4% |
| Admin fee / account holder | $305 | $3,692-91.7% | $3,993-92.4% | $6,924-95.6% |