Filed March 1, 2006
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 LLC3 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $75,931 |
ELLIOTT DAVIS, LLC3 years Filed as: ELLIOTT DAVIS Service code 10 · EIN 57-0381582 | Accounting | $21,000 |
Service code 37 · EIN 04-3647786 | Loan Processing | $12,382 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,021 | $105,931-16.9% | $81,930+7.4% | $158,922-44.6% |
| Participation rate | 81.8% | 75.6%+6.2pp | 72.0%+9.8pp | 82.0%-0.1pp |
| Annual return | 10.72% | 38.17%-27.5pp | 29.49%-18.8pp | 302.83%-292.1pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,722 | $13,003-32.9% | $7,107+22.7% | $5,982+45.8% |
| Admin fee / account holder | $149 | $8,489-98.2% | $5,158-97.1% | $11,246-98.7% |