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 LLP9+ years Service code 10 · EIN 22-1478099 | Accounting | $27,272 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $22,857 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,575 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,109 | $133,493-40.7% | $64,110+23.4% | $96,393-17.9% |
| Participation rate | 43.7% | 69.3%-25.7pp | 72.3%-28.7pp | 71.3%-27.6pp |
| Annual return | 18.30% | 17.06%+1.2pp | 33.75%-15.4pp | 22.88%-4.6pp |
| Employer contribution / active EE | $0 | $6,233-100.0% | $2,751-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $2,060 | $5,097-59.6% | $3,883-47.0% | $5,455-62.2% |
| Admin fee / account holder | $5 | $34-84.9% | $3,071-99.8% | $74-93.0% |