Filed October 18, 2004
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.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC8+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $17,046 |
ERNST & YOUNG LLP8+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $16,495 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,728 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $748,470-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 5.6%-5.6pp |
| Annual return | -8.77% | -7.97%-0.8pp | 0.46%-9.2pp | 39.82%-48.6pp |
| Employer contribution / active EE | $20,000 | $20,148-0.7% | $35,480-43.6% | $19,980+0.1% |
| Participant deferral / active EE | $0 | $2,300-100.0% | $231-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $29,938-100.0% | $62-100.0% |