Filed August 14, 2009
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $595,627 |
CAPFINANCIAL PARTNERS LLC10+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $105,811 |
FAW CASSON10+ years Service code 10 · EIN 52-0619968 | Accounting | $21,500 |
VENABLE LLP10+ years Service code 29 · EIN 52-0517250 | Legal | $10,967 |
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 | $77,553 | $106,553-27.2% | $120,580-35.7% | $106,553-27.2% |
| Participation rate | 39.5% | 69.8%-30.4pp | 72.0%-32.5pp | 69.8%-30.4pp |
| Annual return | 12.75% | 17.37%-4.6pp | 107.48%-94.7pp | 17.37%-4.6pp |
| Employer contribution / active EE | $1,161 | $3,359-65.4% | $3,469-66.5% | $3,359-65.4% |
| Participant deferral / active EE | $1,984 | $5,562-64.3% | $4,995-60.3% | $5,562-64.3% |
| Admin fee / account holder | $71 | $80-11.3% | $9,418-99.2% | $80-11.3% |