Filed March 1, 2006 (most recent of 2 filings on file)
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 LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $56,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $52,348 |
COHNREZNICK LLP1 year Service code 10 350 CHURCH STREET · HARTFORD, CT 06103 | Accounting | $46,111 |
WITHUMSMITH+BROWN, PC2 years Service code 10 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $889 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,887 | $129,021-7.9% | $184,203-35.5% | $77,643+53.1% |
| Participation rate | 81.7% | 87.3%-5.7pp | 86.8%-5.2pp | 70.6%+11.1pp |
| Annual return | 19.72% | 33.27%-13.6pp | 28.81%-9.1pp | 31.24%-11.5pp |
| Employer contribution / active EE | $6,315 | $4,413+43.1% | $6,427-1.7% | $2,726+131.7% |
| Participant deferral / active EE | $11,364 | $7,297+55.7% | $9,131+24.5% | $4,647+144.5% |
| Admin fee / account holder | $176 | $254-30.7% | $13,901-98.7% | $430-59.1% |