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.
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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP8+ years Service code 10 · EIN 22-1478099 | Accounting | $26,098 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $22,191 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $2,825 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,936 | $114,884-36.5% | $60,874+19.8% | $89,394-18.4% |
| Participation rate | 38.7% | 70.1%-31.3pp | 73.1%-34.4pp | 71.3%-32.5pp |
| Annual return | -12.43% | -13.42%+1.0pp | 16.90%-29.3pp | -11.89%-0.5pp |
| Employer contribution / active EE | $0 | $5,609-100.0% | $2,701-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $1,762 | $4,846-63.6% | $3,817-53.8% | $5,123-65.6% |
| Admin fee / account holder | $5 | $37-86.3% | $3,224-99.8% | $79-93.6% |