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 LLC8+ years Service code 49 · EIN 26-0058143 | Other Services | $47,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,255 |
TIAA7 years Service code 50 · EIN 13-1624203 | Direct Payment | $7,305 |
Filed as: FIDELITY INVESTMENTS Service code 28 · EIN 04-3532603 | Investment Management | $5,252 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,938 | $95,445-7.9% | $60,919+44.4% | $78,104+12.6% |
| Participation rate | 71.7% | 72.5%-0.8pp | 73.1%-1.4pp | 74.5%-2.8pp |
| Annual return | -11.74% | -12.21%+0.5pp | 16.98%-28.7pp | 10.90%-22.6pp |
| Employer contribution / active EE | $0 | $3,900-100.0% | $2,704-100.0% | $3,128-100.0% |
| Participant deferral / active EE | $4,669 | $4,558+2.4% | $3,814+22.4% | $5,089-8.2% |
| Admin fee / account holder | $9 | $46-80.0% | $3,226-99.7% | $79-88.4% |