Filed January 23, 2006 (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.
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| Provider | Service type | Compensation |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC10+ years Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $18,669 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,295 |
STRATEGIC ADVISORS, INC.8 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,546 |
Filed as: FIDELITY INVESTMENTS INSTIUTIONAL Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,139 | $50,919+220.4% | $155,556+4.9% | $77,762+109.8% |
| Participation rate | 62.7% | 63.1%-0.4pp | 78.2%-15.5pp | 70.6%-7.9pp |
| Annual return | 15.03% | 34.84%-19.8pp | 64.84%-49.8pp | 31.27%-16.2pp |
| Employer contribution / active EE | $5,182 | $1,991+160.2% | $4,675+10.8% | $2,728+90.0% |
| Participant deferral / active EE | $3,383 | $2,824+19.8% | $5,631-39.9% | $4,651-27.3% |
| Admin fee / account holder | $59 | $437-86.4% | $15,885-99.6% | $433-86.3% |