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 |
|---|---|---|
Service code 50 · EIN 04-2647786 | Direct Payment | $64,997 |
CAPFINANCIAL PARTNERS LLC7+ years Service code 28 · EIN 26-0058143 | Investment Management | $47,500 |
Filed as: FIDELITY INVESTMENTS Service code 50 · EIN 04-3532603 | Direct Payment | $33,080 |
TIAA5 years Service code 13 · EIN 44-0160260 | Contract Administrator | $6,849 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $96,419 | $127,246-24.2% | $75,728+27.3% | $101,555-5.1% |
| Participation rate | 54.2% | 76.6%-22.4pp | 74.8%-20.7pp | 74.5%-20.4pp |
| Annual return | 12.93% | 14.35%-1.4pp | 104.66%-91.7pp | 21.00%-8.1pp |
| Employer contribution / active EE | $3,982 | $4,333-8.1% | $2,743+45.2% | $2,972+34.0% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $3,820-100.0% | $4,874-100.0% |
| Admin fee / account holder | $18 | $42-57.3% | $3,620-99.5% | $139-87.3% |