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 LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $91,429 |
COHNREZNICK LLP9+ years Service code 10 · EIN 22-1478099 | Accounting | $30,820 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $267 |
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 | $171,676 | $105,179+63.2% | $64,110+167.8% | $80,187+114.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 72.3%+27.7pp | 72.9%+27.1pp |
| Annual return | 16.29% | 20.34%-4.0pp | 33.75%-17.5pp | 40.40%-24.1pp |
| Employer contribution / active EE | $10,030 | $3,311+203.0% | $2,751+264.7% | $2,980+236.6% |
| Participant deferral / active EE | $3,051 | $4,020-24.1% | $3,883-21.4% | $5,016-39.2% |
| Admin fee / account holder | $9 | $113-91.7% | $3,071-99.7% | $145-93.5% |