Filed February 7, 2012
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 LLC4 years Filed as: CAPTRUST Service code 49 · EIN 26-0058143 9100 KEYSTONE XING STE 700 · INDIANAPOLIS, IN 46240 | Other Services | $7,759 |
TIAA1 year Service code 49 · EIN 13-1624203 | Other Services | $7,453 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,957 | $69,774+50.4% | $67,575+55.3% | $74,459+41.0% |
| Participation rate | 98.3% | 71.4%+26.9pp | 72.9%+25.3pp | 67.2%+31.0pp |
| Annual return | 11.70% | -40.53%+52.2pp | 3528.98%-3517.3pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $499 | $2,710-81.6% | $2,736-81.7% | $2,626-81.0% |
| Participant deferral / active EE | $4,440 | $3,636+22.1% | $4,003+10.9% | $4,350+2.1% |
| Admin fee / account holder | $190 | $890-78.7% | $3,993-95.3% | $1,945-90.2% |