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 LLC7+ years Service code 49 · EIN 26-0058143 | Other Services | $47,500 |
BKD, LLP1 year Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $34,000 |
Filed as: FIDELITY INVESTMENTS Service code 28 · EIN 04-3532603 | Investment Management | $30,875 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,977 |
TIAA6 years Service code 50 · EIN 13-1624203 | Direct Payment | $1,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,908 | $127,246-13.6% | $75,728+45.1% | $101,555+8.2% |
| Participation rate | 69.3% | 76.6%-7.3pp | 74.8%-5.6pp | 74.5%-5.3pp |
| Annual return | 13.50% | 14.35%-0.8pp | 104.66%-91.2pp | 21.00%-7.5pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $2,743-100.0% | $2,972-100.0% |
| Participant deferral / active EE | $4,537 | $4,639-2.2% | $3,820+18.8% | $4,874-6.9% |
| Admin fee / account holder | $16 | $42-61.1% | $3,620-99.6% | $139-88.4% |