Filed December 23, 2012 (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 Service code 49 · EIN 26-0058143 | Other Services | $15,674 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 49 · EIN 46-4350797 | Other Services | $11,856 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,303 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,486 | $71,802+51.1% | $133,975-19.0% | $57,658+88.2% |
| Participation rate | 99.3% | 85.5%+13.8pp | 87.1%+12.2pp | 70.2%+29.1pp |
| Annual return | 0.49% | 13.51%-13.0pp | 29.29%-28.8pp | 5.13%-4.6pp |
| Employer contribution / active EE | $5,434 | $3,161+71.9% | $5,211+4.3% | $1,974+175.3% |
| Participant deferral / active EE | $5,973 | $4,606+29.7% | $6,282-4.9% | $3,061+95.2% |
| Admin fee / account holder | $16 | $88-81.6% | $9,324-99.8% | $95-82.9% |