Filed December 30, 2011 (most recent of 3 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 27 · EIN 26-0058143 4208 SIX FORKS RD., SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $90,696 |
DEFINITI LLC1 year Filed as: DEFINITI Service code 14 2201 TIMBERLOCH PL - SUITE 150 · THE WOODLANDS, TX 77380 | Plan Administrator | $73,853 |
Service code 10 · EIN 34-1523030 3421 RIDGEWOOD ROAD, SUITE 300 · AKRON, OH 443333119 | Accounting | $15,000 |
MID ATLANTIC CAPITAL CORPORATION8+ years Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 26-0010549 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Securities Custodian | $0 |
NOBLE-DAVIS CONSULTING, INC.8+ years Service code 13 · EIN 34-1723189 6190COCHRAN RD · SOLON, OH 44139 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,825 | $130,052-54.0% | $86,698-31.0% | $77,906-23.2% |
| Participation rate | 82.1% | 85.9%-3.8pp | 76.6%+5.6pp | 73.7%+8.5pp |
| Annual return | -15.88% | -12.73%-3.2pp | 35.96%-51.8pp | 12.16%-28.0pp |
| Employer contribution / active EE | $1,292 | $3,214-59.8% | $2,837-54.5% | $2,846-54.6% |
| Participant deferral / active EE | $3,847 | $5,741-33.0% | $4,656-17.4% | $4,805-19.9% |
| Admin fee / account holder | $205 | $132+55.4% | $7,492-97.3% | $133+54.6% |