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 |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC7+ years Service code 28 · EIN 26-0058143 | Investment Management | $31,827 |
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $8,811 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,112 | $120,057+77.5% | $75,728+181.4% | $93,010+129.1% |
| Participation rate | 95.0% | 77.3%+17.7pp | 74.8%+20.2pp | 73.9%+21.1pp |
| Annual return | 13.72% | 19.62%-5.9pp | 104.66%-90.9pp | 158.70%-145.0pp |
| Employer contribution / active EE | $14,898 | $3,253+358.0% | $2,743+443.1% | $2,705+450.7% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $3,820-100.0% | $4,561-100.0% |
| Admin fee / account holder | $4 | $81-94.6% | $3,620-99.9% | $152-97.1% |