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 LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $88,766 |
COHNREZNICK LLP8+ years Service code 10 · EIN 22-1478099 | Accounting | $29,493 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $255 |
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 | $150,239 | $98,780+52.1% | $60,919+146.6% | $77,906+92.8% |
| Participation rate | 100.0% | 76.7%+23.3pp | 73.1%+26.9pp | 73.7%+26.3pp |
| Annual return | -13.34% | -11.56%-1.8pp | 16.98%-30.3pp | 12.16%-25.5pp |
| Employer contribution / active EE | $9,216 | $3,605+155.7% | $2,704+240.9% | $2,846+223.8% |
| Participant deferral / active EE | $2,735 | $4,200-34.9% | $3,814-28.3% | $4,805-43.1% |
| Admin fee / account holder | $9 | $89-89.7% | $3,226-99.7% | $133-93.1% |