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.
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| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 1 LIBRARY LANE · KINGSTON, NH 038484404 | Accounting | $12,500 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD · RALEIGH, NC 276095734 | Advisory (Plan) | $9,737 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $625 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,516 | $51,223+86.5% | $82,763+15.4% | $66,949+42.7% |
| Participation rate | 94.8% | 67.9%+26.9pp | 72.6%+22.2pp | 69.8%+24.9pp |
| Annual return | -13.94% | -9.85%-4.1pp | 702.45%-716.4pp | 1.57%-15.5pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,008-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $8,350 | $3,460+141.3% | $4,395+90.0% | $4,239+97.0% |
| Admin fee / account holder | $57 | $415-86.3% | $5,325-98.9% | $594-90.4% |