Filed November 26, 2007 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $61,800 |
BCA WATSON RICE LLP6+ years Service code 10 · EIN 26-1726741 | Accounting | $12,480 |
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,400 |
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 | $197,495 | $105,581+87.1% | $70,492+180.2% | $90,274+118.8% |
| Participation rate | 89.3% | 77.5%+11.8pp | 75.1%+14.3pp | 73.4%+16.0pp |
| Annual return | 14.22% | 14.78%-0.6pp | 109.16%-94.9pp | 53.97%-39.8pp |
| Employer contribution / active EE | $14,196 | $3,304+329.7% | $2,738+418.4% | $2,523+462.6% |
| Participant deferral / active EE | $0 | $3,813-100.0% | $3,711-100.0% | $4,231-100.0% |
| Admin fee / account holder | $9 | $68-87.2% | $3,848-99.8% | $114-92.4% |