Filed January 9, 2013 (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.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $6,992 |
FHIS1 year Service code 55 | Other Commissions | $0 |
FIIOC9+ years Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,871 | $99,212+2.7% | $96,564+5.5% | $74,478+36.8% |
| Participation rate | 83.8% | 80.7%+3.1pp | 76.0%+7.8pp | 70.7%+13.0pp |
| Annual return | 17.07% | 22.40%-5.3pp | 25.89%-8.8pp | 34.37%-17.3pp |
| Employer contribution / active EE | $3,531 | $2,569+37.4% | $2,967+19.0% | $2,637+33.9% |
| Participant deferral / active EE | $4,933 | $4,938-0.1% | $4,852+1.7% | $4,530+8.9% |
| Admin fee / account holder | $23 | $225-89.9% | $8,256-99.7% | $347-93.5% |