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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 04-2647786 | Direct Payment | $65,769 |
BKD, LLP1 year Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $63,210 |
Filed as: FIDELITY INVESTMENTS Service code 50 · EIN 04-3532603 | Direct Payment | $53,314 |
CAPFINANCIAL PARTNERS LLC8+ years Service code 28 · EIN 26-0058143 | Investment Management | $23,750 |
TIAA6 years Service code 13 · EIN 44-0160260 | Contract Administrator | $10,104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,771 | $95,445-12.2% | $60,919+37.5% | $78,104+7.3% |
| Participation rate | 51.7% | 72.5%-20.8pp | 73.1%-21.4pp | 74.5%-22.8pp |
| Annual return | -13.18% | -12.21%-1.0pp | 16.98%-30.2pp | 10.90%-24.1pp |
| Employer contribution / active EE | $4,077 | $3,900+4.5% | $2,704+50.8% | $3,128+30.4% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,814-100.0% | $5,089-100.0% |
| Admin fee / account holder | $25 | $46-44.8% | $3,226-99.2% | $79-68.0% |