Filed March 29, 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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $24,197 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $22,186 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,891 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,780 | $89,123-22.8% | $102,460-32.9% | $77,762-11.5% |
| Participation rate | 84.9% | 80.9%+4.0pp | 76.5%+8.4pp | 70.6%+14.3pp |
| Annual return | 16.65% | 25.05%-8.4pp | 29.47%-12.8pp | 31.27%-14.6pp |
| Employer contribution / active EE | $824 | $2,700-69.5% | $3,025-72.8% | $2,728-69.8% |
| Participant deferral / active EE | $5,773 | $5,148+12.1% | $5,056+14.2% | $4,651+24.1% |
| Admin fee / account holder | $139 | $236-41.2% | $9,460-98.5% | $433-68.0% |