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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $64,796 |
K&L GATES5 years Filed as: K&L GATES, LLP Service code 29 · EIN 25-0921018 | Legal | $30,985 |
COHNREZNICK LLP7+ years Service code 10 · EIN 22-1478099 | Accounting | $28,634 |
CAMMACK LARHETTE ADVISORS7+ years Service code 27 · EIN 13-3052851 | Advisory (Plan) | $21,385 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,145 |
Filed as: FIDELITY INV INST OPS CO. LLC Service code 50 · EIN 04-2647786 | Direct Payment | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,807 | $120,057+48.9% | $75,728+136.1% | $93,010+92.2% |
| Participation rate | 100.0% | 77.3%+22.7pp | 74.8%+25.2pp | 73.9%+26.1pp |
| Annual return | 13.97% | 19.62%-5.6pp | 104.66%-90.7pp | 158.70%-144.7pp |
| Employer contribution / active EE | $5,269 | $3,253+62.0% | $2,743+92.1% | $2,705+94.8% |
| Participant deferral / active EE | $2,782 | $4,089-32.0% | $3,820-27.2% | $4,561-39.0% |
| Admin fee / account holder | $12 | $81-85.7% | $3,620-99.7% | $152-92.3% |