Filed August 4, 2015 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $158,481 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS LL Service code 27 · EIN 26-0058143 | Advisory (Plan) | $16,622 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,083 | $53,204-7.7% | $155,556-68.4% | $200,096-75.5% |
| Participation rate | 94.1% | 64.1%+30.0pp | 78.2%+15.9pp | 72.0%+22.1pp |
| Annual return | 14.42% | 41.02%-26.6pp | 64.84%-50.4pp | 34.26%-19.8pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $2,709 | $3,163-14.4% | $5,631-51.9% | $5,090-46.8% |
| Admin fee / account holder | $64 | $186-65.8% | $15,885-99.6% | $269-76.4% |