Filed December 15, 2014 (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.
| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP7+ years Service code 10 · EIN 22-1478099 | Accounting | $25,338 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $16,199 |
K&L GATES5 years Filed as: K&L GATES, LLP Service code 29 · EIN 25-0921018 | Legal | $9,155 |
CAMMACK LARHETTE ADVISORS7+ years Service code 27 · EIN 13-3052851 | Advisory (Plan) | $5,346 |
Filed as: FIDELITY INV INST OPS CO. LLC Service code 50 · EIN 04-2647786 | Direct Payment | $0 |
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 | $93,180 | $141,493-34.1% | $75,728+23.0% | $106,520-12.5% |
| Participation rate | 39.5% | 65.2%-25.7pp | 74.8%-35.4pp | 71.3%-31.9pp |
| Annual return | 17.07% | 15.80%+1.3pp | 104.66%-87.6pp | 19.28%-2.2pp |
| Employer contribution / active EE | $0 | $4,166-100.0% | $2,743-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $1,881 | $4,740-60.3% | $3,820-50.8% | $4,948-62.0% |
| Admin fee / account holder | $6 | $40-84.6% | $3,620-99.8% | $75-91.7% |