Filed June 26, 2000
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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 13 · EIN 26-0058143 | Contract Administrator | $65,392 |
US BANK3 years Filed as: US BANK NATIONAL ASSOCIATION Service code 25 · EIN 31-0841368 | Directed Trustee | $13,746 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $310,574-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 2.1%-2.1pp |
| Annual return | 6.46% | 6.37%+0.1pp | 8.04%-1.6pp | 7.65%-1.2pp |
| Employer contribution / active EE | $87,625 | $48,951+79.0% | $42,693+105.2% | $20,582+325.7% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,889-100.0% | $193-100.0% |