Filed August 9, 2013
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 Service code 27 · EIN 26-0058143 | Advisory (Plan) | $17,460 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $11,625 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $8,156 |
THE VANGUARD GROUP, INC.5 years Service code 99 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,139 | $95,438+100.3% | $135,998+40.5% | $74,478+156.6% |
| Participation rate | 99.1% | 78.2%+20.9pp | 81.9%+17.2pp | 70.7%+28.4pp |
| Annual return | 8.43% | 32.61%-24.2pp | 68.37%-59.9pp | 34.37%-25.9pp |
| Employer contribution / active EE | $1,688 | $3,878-56.5% | $4,860-65.3% | $2,637-36.0% |
| Participant deferral / active EE | $1,634 | $7,790-79.0% | $7,761-78.9% | $4,530-63.9% |
| Admin fee / account holder | $36 | $259-85.9% | $10,769-99.7% | $347-89.5% |