Filed May 31, 2008
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $366,528 |
CAPFINANCIAL PARTNERS LLC9 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $97,465 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $14,589 | $67,672-78.4% | $155,567-90.6% | $99,061-85.3% |
| Participation rate | 76.6% | 67.2%+9.4pp | 78.2%-1.6pp | 71.6%+5.0pp |
| Annual return | 17.44% | 16.16%+1.3pp | 64.74%-47.3pp | 17.66%-0.2pp |
| Employer contribution / active EE | $245 | $2,262-89.2% | $4,674-94.8% | $3,261-92.5% |
| Participant deferral / active EE | $1,546 | $3,827-59.6% | $5,628-72.5% | $5,331-71.0% |
| Admin fee / account holder | $71 | $94-24.4% | $15,916-99.6% | $109-35.0% |