Filed August 13, 2002
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 LLC5+ years Service code 28 · EIN 26-0058143 | Investment Management | $47,500 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 36-6055558 | Accounting | $33,000 |
Filed as: FIDELITY INVESTMENTS Service code 28 · EIN 04-3532603 | Investment Management | $17,446 |
Service code 60 | Sub-TA Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,038 | $204,517-57.9% | $69,480+23.8% | $77,775+10.6% |
| Participation rate | 94.3% | 74.6%+19.7pp | 74.6%+19.7pp | 73.2%+21.1pp |
| Annual return | 19.00% | 22.10%-3.1pp | 28.99%-10.0pp | 32.58%-13.6pp |
| Employer contribution / active EE | $0 | $3,548-100.0% | $2,780-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $4,929 | $3,478+41.7% | $3,537+39.4% | $3,966+24.3% |
| Admin fee / account holder | $13 | $101-86.6% | $3,840-99.6% | $100-86.5% |