Filed September 29, 1992
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 LLC2+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 10 8031 M-15 · CLARKSTON, MI 48348 | Accounting | $79,068 |
Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $32,137 |
NATIONAL FINANCIAL SERVICES2+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $7,728 |
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 | $70,453 | $74,089-4.9% | $133,975-47.4% | $55,167+27.7% |
| Participation rate | 97.8% | 84.3%+13.5pp | 87.1%+10.7pp | 69.0%+28.8pp |
| Annual return | 6.90% | 12.11%-5.2pp | 29.29%-22.4pp | 169.23%-162.3pp |
| Employer contribution / active EE | $3,116 | $3,064+1.7% | $5,211-40.2% | $1,963+58.8% |
| Participant deferral / active EE | $3,916 | $4,678-16.3% | $6,282-37.7% | $3,054+28.2% |
| Admin fee / account holder | $492 | $458+7.5% | $9,324-94.7% | $504-2.3% |