Filed April 19, 2008 (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 LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0008143 | Consulting | $188,629 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $78,013 |
FORVIS, LLP1 year Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $18,191 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,344 |
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 | $88,088 | $89,123-1.2% | $102,460-14.0% | $77,762+13.3% |
| Participation rate | 90.3% | 80.9%+9.4pp | 76.5%+13.8pp | 70.6%+19.7pp |
| Annual return | 15.52% | 25.05%-9.5pp | 29.47%-14.0pp | 31.27%-15.7pp |
| Employer contribution / active EE | $1,569 | $2,700-41.9% | $3,025-48.1% | $2,728-42.5% |
| Participant deferral / active EE | $5,924 | $5,148+15.1% | $5,056+17.2% | $4,651+27.4% |
| Admin fee / account holder | $363 | $236+53.8% | $9,460-96.2% | $433-16.2% |