Filed September 24, 2015
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 LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $95,703 |
KPMG LLP10+ years Service code 10 · EIN 13-5565207 | Accounting | $90,645 |
PROSKAUER ROSE LLP5 years Service code 29 · EIN 13-1840454 | Legal | $35,692 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $17,235 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $189,627 | $58,969+221.6% | $129,406+46.5% | $77,762+143.9% |
| Participation rate | 99.0% | 59.5%+39.5pp | 69.6%+29.3pp | 70.6%+28.4pp |
| Annual return | 11.98% | 24.78%-12.8pp | 9468.18%-9456.2pp | 31.27%-19.3pp |
| Employer contribution / active EE | $150 | $1,959-92.3% | $4,155-96.4% | $2,728-94.5% |
| Participant deferral / active EE | $10,626 | $3,224+229.6% | $4,167+155.0% | $4,651+128.5% |
| Admin fee / account holder | $195 | $593-67.0% | $7,689-97.5% | $433-54.8% |