Filed August 16, 2002
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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $328,159 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $103,091 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $11,099 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,707 | $104,544-18.0% | $96,564-11.2% | $80,187+6.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.0%+24.0pp | 72.9%+27.1pp |
| Annual return | 14.38% | 21.79%-7.4pp | 25.89%-11.5pp | 40.40%-26.0pp |
| Employer contribution / active EE | $3,990 | $3,527+13.1% | $2,967+34.5% | $2,980+33.9% |
| Participant deferral / active EE | $4,694 | $6,170-23.9% | $4,852-3.2% | $5,016-6.4% |
| Admin fee / account holder | $143 | $107+33.4% | $8,256-98.3% | $145-1.7% |