Filed July 18, 2013
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 Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $109,789 |
T ROWE PRICE RPS INC4 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $96,089 |
Filed as: REDW WEALTH LLC Service code 26 · EIN 85-0467977 | Advisory (Participants) | $9,880 |
PHYSICIAN WEALTH SOLUTIONS3 years Filed as: PHYSICIAN WEALTH SOLUTIONS INC Service code 26 · EIN 46-3705575 | Advisory (Participants) | $5,761 |
Filed as: CBIZ CPAS P.C. Service code 10 4722 N 24TH STREET · PHOENIX, AZ 85016 | Accounting | $5,250 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $363 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,690 | $50,919+417.9% | $155,556+69.5% | $77,762+239.1% |
| Participation rate | 96.3% | 63.1%+33.2pp | 78.2%+18.1pp | 70.6%+25.7pp |
| Annual return | 13.34% | 34.84%-21.5pp | 64.84%-51.5pp | 31.27%-17.9pp |
| Employer contribution / active EE | $15,403 | $1,991+673.5% | $4,675+229.4% | $2,728+464.6% |
| Participant deferral / active EE | $12,733 | $2,824+350.8% | $5,631+126.1% | $4,651+173.8% |
| Admin fee / account holder | $203 | $437-53.5% | $15,885-98.7% | $433-53.1% |