Filed September 29, 1992 (most recent of 2 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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 DBA CAPTRUST 4208 SIX FORKS RD.1700 · RALEIGH, NC 27609 | Investment Management | $40,413 |
Filed as: PENSION FINANCIAL SERVICES INC Service code 13 3700 CRESTWOOD PARKWAY SUITE 550 DU · DULUTH, GA 300967157 | Contract Administrator | $19,348 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,574 |
PENSION ASSURANCE LLP9 years Filed as: PENSION FINANCIAL SERVCIES INC Service code 13 | Contract Administrator | $0 |
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 | $86,114 | $66,486+29.5% | $81,370+5.8% | $77,762+10.7% |
| Participation rate | 78.3% | 68.7%+9.6pp | 69.5%+8.8pp | 70.6%+7.8pp |
| Annual return | 15.09% | 15.95%-0.9pp | 24.85%-9.8pp | 31.27%-16.2pp |
| Employer contribution / active EE | $2,353 | $2,158+9.0% | $2,464-4.5% | $2,728-13.8% |
| Participant deferral / active EE | $4,925 | $3,677+34.0% | $3,885+26.8% | $4,651+5.9% |
| Admin fee / account holder | $242 | $586-58.8% | $5,749-95.8% | $433-44.2% |