Filed June 18, 2002
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 |
|---|---|---|
Filed as: FIDELITY INV INST OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | $470,675 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LL Service code 16 · EIN 26-0058143 | Consulting | $131,250 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $36,159 |
Service code 10 · EIN 93-1098102 | Accounting | $19,695 |
Annual investment return 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 | $102,861 | $124,049-17.1% | $95,968+7.2% | $93,223+10.3% |
| Participation rate | 94.9% | 88.4%+6.5pp | 77.1%+17.8pp | 74.9%+20.0pp |
| Annual return | 11.54% | 22.17%-10.6pp | 91.65%-80.1pp | 19.29%-7.7pp |
| Employer contribution / active EE | $4,177 | $3,478+20.1% | $2,542+64.4% | $2,680+55.9% |
| Participant deferral / active EE | $4,584 | $6,147-25.4% | $4,167+10.0% | $4,563+0.5% |
| Admin fee / account holder | $68 | $73-6.2% | $6,798-99.0% | $79-13.9% |