Filed August 9, 1999 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $240,313 |
Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,523 |
CHERRY BEKAERT LLP2 years Service code 10 · EIN 56-0574444 | Accounting | $10,500 |
Filed as: CAPFINANCIAL SECURITIES LLC Service code 27 · EIN 46-4350797 | Advisory (Plan) | $7,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,397 | $105,247-36.0% | $87,100-22.6% | $77,787-13.4% |
| Participation rate | 99.1% | 85.8%+13.3pp | 76.9%+22.2pp | 73.2%+25.9pp |
| Annual return | 23.58% | 24.52%-0.9pp | 28.19%-4.6pp | 32.57%-9.0pp |
| Employer contribution / active EE | $2,143 | $2,895-26.0% | $2,521-15.0% | $2,504-14.4% |
| Participant deferral / active EE | $3,825 | $5,060-24.4% | $4,049-5.5% | $3,967-3.6% |
| Admin fee / account holder | $165 | $104+57.6% | $7,497-97.8% | $100+64.6% |