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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC7+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $31,827 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,870 | $127,246+14.6% | $75,728+92.6% | $101,555+43.6% |
| Participation rate | 94.1% | 76.6%+17.5pp | 74.8%+19.2pp | 74.5%+19.5pp |
| Annual return | 16.36% | 14.35%+2.0pp | 104.66%-88.3pp | 21.00%-4.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $2,743-100.0% | $2,972-100.0% |
| Participant deferral / active EE | $10,476 | $4,639+125.8% | $3,820+174.2% | $4,874+114.9% |
| Admin fee / account holder | $4 | $42-91.0% | $3,620-99.9% | $139-97.3% |