Filed October 6, 1994 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $21,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,701 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,573 | $75,760-83.4% | $123,105-89.8% | $59,188-78.8% |
| Participation rate | 84.8% | 86.0%-1.2pp | 86.8%-1.9pp | 69.4%+15.4pp |
| Annual return | -0.80% | 2.93%-3.7pp | 13.22%-14.0pp | 5.51%-6.3pp |
| Employer contribution / active EE | $2,300 | $3,415-32.7% | $5,151-55.4% | $2,098+9.6% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $28 | $61-53.7% | $9,014-99.7% | $92-69.5% |