Filed May 11, 2015 (most recent of 3 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $133,334 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 14 · EIN 26-0058143 | Plan Administrator | $84,518 |
SEYFARTH SHAW LLP4 years Filed as: SEYFARTH Service code 16 · EIN 36-2152202 | Consulting | $65,483 |
CROWE LLP6 years Service code 16 · EIN 35-0921680 | Consulting | $35,167 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$388,051 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,918 | $113,568+118.3% | $67,560+267.0% | $200,096+23.9% |
| Participation rate | 51.8% | 73.3%-21.5pp | 72.9%-21.1pp | 72.0%-20.2pp |
| Annual return | 14.28% | 15.88%-1.6pp | 3533.50%-3519.2pp | 34.26%-20.0pp |
| Employer contribution / active EE | $2,128 | $3,409-37.6% | $2,737-22.2% | $3,038-29.9% |
| Participant deferral / active EE | $4,447 | $4,163+6.8% | $4,004+11.1% | $5,090-12.6% |
| Admin fee / account holder | $115 | $102+12.6% | $3,994-97.1% | $269-57.2% |