Filed October 18, 2004 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $1,378,303 |
CAP FINANCIAL PARTNERS, LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $161,238 |
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 | $40,402 | $73,283-44.9% | $155,556-74.0% | $106,553-62.1% |
| Participation rate | 79.6% | 73.3%+6.3pp | 78.2%+1.3pp | 69.8%+9.7pp |
| Annual return | 16.25% | 15.76%+0.5pp | 64.84%-48.6pp | 17.37%-1.1pp |
| Employer contribution / active EE | $2,171 | $2,241-3.1% | $4,675-53.6% | $3,359-35.4% |
| Participant deferral / active EE | $3,936 | $4,567-13.8% | $5,631-30.1% | $5,562-29.2% |
| Admin fee / account holder | $32 | $56-41.9% | $15,885-99.8% | $80-59.2% |