Filed April 25, 2011 (most recent of 3 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $131,724 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $69,065 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,277 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $25,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,398 | $31,741+36.7% | $56,025-22.5% | $200,096-78.3% |
| Participation rate | 62.6% | 32.3%+30.3pp | 52.5%+10.1pp | 72.0%-9.4pp |
| Annual return | 13.88% | 14.72%-0.8pp | 1712.69%-1698.8pp | 34.26%-20.4pp |
| Employer contribution / active EE | $1,165 | $508+129.5% | $1,042+11.8% | $3,038-61.7% |
| Participant deferral / active EE | $2,400 | $1,184+102.7% | $1,955+22.8% | $5,090-52.8% |
| Admin fee / account holder | $58 | $426-86.4% | $2,828-98.0% | $269-78.5% |