Filed October 18, 2004 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIALPARTNERSLLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $274,861 |
Filed as: BMS&S, LLC Service code 10 · EIN 46-1498870 | Accounting | $29,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$252,128 |
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 | $116,889 | $2,703,213-95.7% | $165,100-29.2% | $200,096-41.6% |
| Participation rate | 93.2% | 78.4%+14.7pp | 78.6%+14.5pp | 72.0%+21.1pp |
| Annual return | 17.16% | 17.97%-0.8pp | 70.21%-53.1pp | 34.26%-17.1pp |
| Employer contribution / active EE | $3,305 | $2,973+11.2% | $4,348-24.0% | $3,038+8.8% |
| Participant deferral / active EE | $5,951 | $5,021+18.5% | $6,035-1.4% | $5,090+16.9% |
| Admin fee / account holder | $14 | $1,999-99.3% | $12,696-99.9% | $269-94.7% |