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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $94,171 |
K&L GATES1 year Service code 29 · EIN 25-0921018 | Legal | $39,520 |
COHNREZNICK LLP10+ years Service code 10 · EIN 22-1478099 | Accounting | $32,210 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $397 |
Filed as: FIDELITY INV INST OPS CO. LLC Service code 50 · EIN 04-2647786 | Direct Payment | $300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,637 | $117,148+58.5% | $67,560+174.8% | $99,313+86.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 72.9%+27.1pp | 71.7%+28.3pp |
| Annual return | 13.37% | 14.15%-0.8pp | 3533.50%-3520.1pp | 17.67%-4.3pp |
| Employer contribution / active EE | $10,786 | $4,623+133.3% | $2,737+294.1% | $3,264+230.4% |
| Participant deferral / active EE | $3,308 | $4,782-30.8% | $4,004-17.4% | $5,346-38.1% |
| Admin fee / account holder | $13 | $50-74.7% | $3,994-99.7% | $109-88.4% |