Filed September 14, 2006
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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $100,000 |
COZEN O'CONNOR1 year Service code 49 · EIN 23-1732832 | Other Services | $69,824 |
Service code 10 · EIN 76-0448495 | Accounting | $30,110 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$200,126 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,799 | $104,544+56.7% | $96,564+69.6% | $80,187+104.3% |
| Participation rate | 94.6% | 86.4%+8.2pp | 76.0%+18.6pp | 72.9%+21.6pp |
| Annual return | 17.63% | 21.79%-4.2pp | 25.89%-8.3pp | 40.40%-22.8pp |
| Employer contribution / active EE | $8,805 | $3,527+149.6% | $2,967+196.8% | $2,980+195.5% |
| Participant deferral / active EE | $9,184 | $6,170+48.8% | $4,852+89.3% | $5,016+83.1% |
| Admin fee / account holder | $134 | $107+25.5% | $8,256-98.4% | $145-7.5% |