Filed May 6, 2011 (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.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $9,782 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,757 |
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,778 |
Filed as: FIDELITY INV INS OPERATIONS CO INC. Service code 50 · EIN 04-2647786 | Direct Payment | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,478 | $98,180-52.7% | $63,018-26.2% | $177,276-73.8% |
| Participation rate | 80.5% | 75.3%+5.2pp | 74.8%+5.7pp | 74.8%+5.7pp |
| Annual return | 20.45% | 16.81%+3.6pp | 87.63%-67.2pp | 21.25%-0.8pp |
| Employer contribution / active EE | $2,482 | $3,885-36.1% | $2,761-10.1% | $2,479+0.1% |
| Participant deferral / active EE | $3,181 | $3,805-16.4% | $3,330-4.5% | $3,881-18.0% |
| Admin fee / account holder | $3 | $31-91.9% | $3,601-99.9% | $154-98.4% |