Filed November 30, 2014 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $21,076 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $8,111 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,151 | $98,780-13.8% | $60,919+39.8% | $77,906+9.3% |
| Participation rate | 100.0% | 76.7%+23.3pp | 73.1%+26.9pp | 73.7%+26.3pp |
| Annual return | -13.28% | -11.56%-1.7pp | 16.98%-30.3pp | 12.16%-25.4pp |
| Employer contribution / active EE | $10,567 | $3,605+193.1% | $2,704+290.8% | $2,846+271.2% |
| Participant deferral / active EE | $0 | $4,200-100.0% | $3,814-100.0% | $4,805-100.0% |
| Admin fee / account holder | $1 | $89-98.6% | $3,226-100.0% | $133-99.0% |