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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,666 |
CAPFINANCIAL PARTNERS LLC7+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $21,142 |
CAPFINANCIAL PARTNERS LLC7+ years Service code 17 · EIN 26-0058143 | Pension Consulting | $20,951 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Finders... | $580 |
Filed as: FIDELITY INV INST OPS CO. LLC Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $371,652 | $120,057+209.6% | $75,728+390.8% | $93,010+299.6% |
| Participation rate | 59.2% | 77.3%-18.1pp | 74.8%-15.7pp | 73.9%-14.7pp |
| Annual return | 12.43% | 19.62%-7.2pp | 104.66%-92.2pp | 158.70%-146.3pp |
| Employer contribution / active EE | $6,379 | $3,253+96.1% | $2,743+132.5% | $2,705+135.8% |
| Participant deferral / active EE | $7,694 | $4,089+88.2% | $3,820+101.4% | $4,561+68.7% |
| Admin fee / account holder | $22 | $81-72.7% | $3,620-99.4% | $152-85.3% |