Filed June 8, 2009
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 LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $92,790 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 13 · EIN 01-0233346 | Contract Administrator | $69,867 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $450,072 | $60,504+643.9% | $81,882+449.7% | $74,478+504.3% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 13.60% | 16.91%-3.3pp | 779.47%-765.9pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $21,909 | $2,627+734.1% | $2,916+651.3% | $2,626+734.2% |
| Participant deferral / active EE | $10,790 | $3,400+217.4% | $4,323+149.6% | $4,350+148.0% |
| Admin fee / account holder | $736 | $1,492-50.7% | $7,360-90.0% | $1,946-62.2% |