Filed December 15, 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 |
|---|---|---|
SMITH & HOWARD, PC2 years Filed as: SMITH & HOWARD PC Service code 10 · EIN 58-1250486 271 17TH ST NW STE 1600 · ATLANTA, GA 303636217 | Accounting | $20,000 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 10250 REGENCY CIR, STE 100 · OMAHA, NE 68114 | Advisory (Plan) | $6,822 |
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 | $101,215 | $48,337+109.4% | $67,560+49.8% | $80,959+25.0% |
| Participation rate | 96.6% | 66.4%+30.1pp | 72.9%+23.6pp | 67.7%+28.9pp |
| Annual return | 10.16% | 18.26%-8.1pp | 3533.50%-3523.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $4,233 | $2,023+109.3% | $2,737+54.7% | $2,757+53.5% |
| Participant deferral / active EE | $5,888 | $2,928+101.1% | $4,004+47.1% | $4,300+36.9% |
| Admin fee / account holder | $200 | $3,695-94.6% | $3,994-95.0% | $6,925-97.1% |