Filed October 25, 2010
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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 26 1130 IRON POINT ROAD #100 · FOLSOM, CA 95630 | Advisory (Participants) | $2,306,923 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,043 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $23,065 |
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 | $36,651 | $61,338-40.2% | $149,717-75.5% | $71,495-48.7% |
| Participation rate | 98.2% | 62.5%+35.7pp | 78.8%+19.4pp | 67.9%+30.3pp |
| Annual return | 22.21% | 35.86%-13.6pp | 134.41%-112.2pp | 28.85%-6.6pp |
| Employer contribution / active EE | $1,809 | $2,381-24.0% | $4,820-62.5% | $2,589-30.1% |
| Participant deferral / active EE | $4,016 | $2,919+37.6% | $5,682-29.3% | $4,291-6.4% |
| Admin fee / account holder | $243 | $1,263-80.7% | $13,213-98.2% | $1,588-84.7% |