Filed August 15, 2012 (most recent of 4 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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,000 |
Filed as: CAPTRUST ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $21,250 |
Service code 49 · EIN 04-1590850 | Other Services | $10,414 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DODGE & COX3 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
MAINSTAY4 years Service code 52 · EIN 52-2206685 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $149,806 | $111,608+34.2% | $177,839-15.8% | $73,415+104.1% |
| Participation rate | 97.9% | 87.9%+10.0pp | 87.7%+10.2pp | 72.2%+25.7pp |
| Annual return | 20.64% | 18.23%+2.4pp | 48.33%-27.7pp | 59.30%-38.7pp |
| Employer contribution / active EE | $5,754 | $3,796+51.6% | $5,919-2.8% | $2,234+157.6% |
| Participant deferral / active EE | $8,289 | $6,199+33.7% | $7,714+7.5% | $3,806+117.8% |
| Admin fee / account holder | $55 | $166-66.9% | $12,432-99.6% | $158-65.3% |