Filed January 19, 2006
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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $67,898 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $30,632 |
DEFINITI LLC5 years Filed as: DEFINITI, LLC Service code 16 · EIN 85-0833363 | Consulting | $6,348 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,762 | $88,186+97.0% | $165,071+5.3% | $74,459+133.4% |
| Participation rate | 98.2% | 73.1%+25.0pp | 78.6%+19.5pp | 67.2%+30.9pp |
| Annual return | 11.99% | 17.13%-5.1pp | 70.17%-58.2pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $3,457 | $2,600+32.9% | $4,347-20.5% | $2,626+31.6% |
| Participant deferral / active EE | $6,653 | $4,505+47.7% | $6,035+10.2% | $4,350+53.0% |
| Admin fee / account holder | $400 | $2,234-82.1% | $12,695-96.8% | $1,945-79.4% |