Filed November 30, 2016 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $211,029 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $54,000 |
KPMG LLP7 years Service code 10 · EIN 13-5565207 | Accounting | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,469 | $99,313+155.2% | $133,698+89.6% | $99,313+155.2% |
| Participation rate | 97.7% | 71.7%+26.0pp | 76.4%+21.3pp | 71.7%+26.0pp |
| Annual return | 19.97% | 17.67%+2.3pp | 580.90%-560.9pp | 17.67%+2.3pp |
| Employer contribution / active EE | $10,876 | $3,264+233.2% | $4,218+157.9% | $3,264+233.2% |
| Participant deferral / active EE | $10,386 | $5,346+94.3% | $7,016+48.0% | $5,346+94.3% |
| Admin fee / account holder | $39 | $109-64.6% | $6,703-99.4% | $109-64.6% |