Filed February 7, 2006
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 |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC2 years Service code 16 · EIN 26-0058143 | Consulting | $226,406 |
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $196,990 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $17,955 |
BOUTWELL FAY LLP1 year Service code 29 · EIN 33-0802931 | Legal | $14,085 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,842 | $113,568+72.4% | $67,560+189.9% | $200,096-2.1% |
| Participation rate | 69.5% | 73.3%-3.8pp | 72.9%-3.4pp | 72.0%-2.5pp |
| Annual return | 12.26% | 15.88%-3.6pp | 3533.50%-3521.2pp | 34.26%-22.0pp |
| Employer contribution / active EE | $4,001 | $3,409+17.4% | $2,737+46.2% | $3,038+31.7% |
| Participant deferral / active EE | $5,244 | $4,163+26.0% | $4,004+31.0% | $5,090+3.0% |
| Admin fee / account holder | $171 | $102+67.0% | $3,994-95.7% | $269-36.5% |