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 LLC4+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $43,863 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,165 |
THE SEGAL COMPANY1 year Filed as: SIBSON CONSULTING A DIVISION OF SEG Service code 16 · EIN 13-1835864 | Consulting | $6,200 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $660 |
Filed as: FIDELITY INV INS OPERATIONS CO INC. Service code 50 · EIN 04-2647786 | Direct Payment | $18 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $255,580 | $87,173+193.2% | $59,899+326.7% | $75,289+239.5% |
| Participation rate | 74.6% | 74.5%+0.1pp | 74.7%-0.1pp | 72.4%+2.1pp |
| Annual return | -2.11% | -2.14%0pp | 3.46%-5.6pp | -0.04%-2.1pp |
| Employer contribution / active EE | $2,658 | $3,473-23.5% | $2,723-2.4% | $2,405+10.5% |
| Participant deferral / active EE | $2,741 | $3,379-18.9% | $3,403-19.5% | $3,739-26.7% |
| Admin fee / account holder | $19 | $75-74.8% | $3,592-99.5% | $102-81.6% |