Filed October 18, 2004 (most recent of 5 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.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $44,441 |
EISNERAMPER LLP1 year Service code 10 · EIN 87-1363769 | Accounting | $36,500 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $25,350 |
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 | $280,063 | $65,960+324.6% | $81,882+242.0% | $77,762+260.2% |
| Participation rate | 98.8% | 65.8%+33.0pp | 72.4%+26.4pp | 70.6%+28.2pp |
| Annual return | 11.80% | 26.64%-14.8pp | 779.47%-767.7pp | 31.27%-19.5pp |
| Employer contribution / active EE | $24,642 | $2,375+937.5% | $2,916+745.1% | $2,728+803.3% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,323-100.0% | $4,651-100.0% |
| Admin fee / account holder | $200 | $526-62.0% | $7,360-97.3% | $433-53.8% |