Filed September 24, 1985
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 LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $16,096 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $14,956 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $3,365 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,834 | $47,553+200.4% | $136,867+4.4% | $69,733+104.8% |
| Participation rate | 95.9% | 61.4%+34.5pp | 74.5%+21.4pp | 62.5%+33.5pp |
| Annual return | 12.44% | -91.50%+103.9pp | 42.97%-30.5pp | 15.22%-2.8pp |
| Employer contribution / active EE | $0 | $2,087-100.0% | $3,547-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $7,884 | $2,300+242.7% | $4,924+60.1% | $3,054+158.1% |
| Admin fee / account holder | $87 | $3,496-97.5% | $10,340-99.2% | $3,102-97.2% |