Filed February 8, 2008 (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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $44,692 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $36,813 |
Filed as: MAYER HOFFMAN MCCANN Service code 10 1065 AVENUE OF AMERICAS · NEW YORK, NY 10018 | Accounting | $10,452 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $4,142 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $156,358 | $84,493+85.1% | $125,381+24.7% | $66,938+133.6% |
| Participation rate | 94.5% | 76.4%+18.1pp | 82.4%+12.2pp | 69.8%+24.7pp |
| Annual return | -18.35% | -8.49%-9.9pp | 572.31%-590.7pp | 1.58%-19.9pp |
| Employer contribution / active EE | $6,847 | $3,554+92.7% | $4,815+42.2% | $2,545+169.0% |
| Participant deferral / active EE | $13,217 | $6,783+94.8% | $7,448+77.5% | $4,238+211.8% |
| Admin fee / account holder | $167 | $685-75.6% | $10,007-98.3% | $594-71.8% |