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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $7,500 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 52 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Indirect Investment Fees | $3,185 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $144,229 | $86,897+66.0% | $151,634-4.9% | $64,829+122.5% |
| Participation rate | 97.2% | 87.3%+10.0pp | 87.5%+9.7pp | 71.5%+25.7pp |
| Annual return | -17.28% | -3.57%-13.7pp | 3.32%-20.6pp | 32.85%-50.1pp |
| Employer contribution / active EE | $6,423 | $4,010+60.2% | $6,165+4.2% | $2,507+156.2% |
| Participant deferral / active EE | $9,854 | $6,690+47.3% | $8,363+17.8% | $4,312+128.6% |
| Admin fee / account holder | $60 | $153-61.0% | $11,614-99.5% | $188-68.2% |