Filed April 17, 2014
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 LLC6 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $64,969 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,552 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,773 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,568 | $55,458+34.5% | $76,030-1.9% | $77,762-4.1% |
| Participation rate | 36.5% | 63.6%-27.1pp | 69.1%-32.6pp | 70.6%-34.1pp |
| Annual return | 13.66% | 17.10%-3.4pp | 361.54%-347.9pp | 31.27%-17.6pp |
| Employer contribution / active EE | $889 | $1,792-50.4% | $2,688-66.9% | $2,728-67.4% |
| Participant deferral / active EE | $2,163 | $3,454-37.4% | $4,257-49.2% | $4,651-53.5% |
| Admin fee / account holder | $415 | $411+1.1% | $6,421-93.5% | $433-4.0% |