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 LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 DBA CAPTRUST 4208 SIX FORKS RD.1700 · RALEIGH, NC 27609 | Investment Management | $78,513 |
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $33,381 |
Filed as: PENSION FINANCIAL SERVICES INC Service code 13 3700 CRESTWOOD PARKWAY SUITE 550 DU · DULUTH, GA 300967157 | Contract Administrator | $19,660 |
PENSION ASSURANCE LLP6 years Filed as: PENSION FINANCIAL SERVCIES INC Service code 13 | Contract Administrator | $15,910 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,543 | $66,528+55.6% | $86,874+19.2% | $86,799+19.3% |
| Participation rate | 73.2% | 72.4%+0.8pp | 71.6%+1.5pp | 72.3%+0.9pp |
| Annual return | 13.04% | 19.56%-6.5pp | 63.52%-50.5pp | 97.91%-84.9pp |
| Employer contribution / active EE | $1,917 | $2,007-4.5% | $2,495-23.2% | $2,405-20.3% |
| Participant deferral / active EE | $3,718 | $3,240+14.8% | $3,699+0.5% | $4,131-10.0% |
| Admin fee / account holder | $406 | $148+174.1% | $5,828-93.0% | $170+139.5% |