Filed May 3, 2010 (most recent of 3 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $517,430 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $63,676 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $35,892 |
FISCHER DORWART, P.C.1 year Filed as: FISCHER CUNNANE & ASSOCIATES LTD Service code 10 · EIN 23-3060583 | Accounting | $16,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $124,334 | $107,415+15.8% | $135,998-8.6% | $80,187+55.1% |
| Participation rate | 57.5% | 78.0%-20.5pp | 81.9%-24.4pp | 72.9%-15.4pp |
| Annual return | 20.38% | 91.99%-71.6pp | 68.37%-48.0pp | 40.40%-20.0pp |
| Employer contribution / active EE | $2,430 | $3,878-37.3% | $4,860-50.0% | $2,980-18.4% |
| Participant deferral / active EE | $5,893 | $8,189-28.0% | $7,761-24.1% | $5,016+17.5% |
| Admin fee / account holder | $26 | $127-79.8% | $10,769-99.8% | $145-82.3% |