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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: CAPFINANCIAL PRTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,000 |
CAPFINANCIAL PARTNERS LLC7+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,000 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $15,562 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DODGE & COX4 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
HARRIS5 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,716 | $111,491+54.9% | $189,534-8.9% | $86,828+98.9% |
| Participation rate | 98.3% | 87.3%+11.0pp | 87.8%+10.5pp | 72.3%+26.0pp |
| Annual return | 15.90% | 83.50%-67.6pp | 555.39%-539.5pp | 97.95%-82.0pp |
| Employer contribution / active EE | $6,026 | $3,951+52.5% | $6,162-2.2% | $2,406+150.4% |
| Participant deferral / active EE | $9,108 | $6,437+41.5% | $8,220+10.8% | $4,132+120.4% |
| Admin fee / account holder | $59 | $189-68.6% | $12,049-99.5% | $170-65.0% |