Filed June 15, 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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS Service code 13 · EIN 26-0058143 | Contract Administrator | $47,374 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,852 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,241 | $46,688+11.9% | $189,758-72.5% | $69,733-25.1% |
| Participation rate | 72.4% | 61.7%+10.6pp | 79.8%-7.4pp | 62.5%+9.9pp |
| Annual return | 13.57% | 14.35%-0.8pp | 52.62%-39.1pp | 15.22%-1.7pp |
| Employer contribution / active EE | $1,236 | $1,695-27.1% | $4,767-74.1% | $2,250-45.1% |
| Participant deferral / active EE | $2,981 | $2,143+39.1% | $5,856-49.1% | $3,054-2.4% |
| Admin fee / account holder | $341 | $1,700-80.0% | $20,388-98.3% | $3,102-89.0% |