Filed September 20, 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 LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 49 · EIN 26-0058143 | Other Services | $24,157 |
Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 13 · EIN 13-1624203 | Contract Administrator | $12,742 |
GEORGE JOHNSON & COMPANY1 year Service code 10 · EIN 38-2029668 | Accounting | $10,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,975 | $52,293-56.1% | $178,498-87.1% | $73,412-68.7% |
| Participation rate | 95.3% | 65.3%+30.0pp | 81.9%+13.4pp | 72.2%+23.2pp |
| Annual return | 15.53% | 34.75%-19.2pp | 151.09%-135.6pp | 59.30%-43.8pp |
| Employer contribution / active EE | $1,485 | $1,735-14.4% | $5,011-70.4% | $2,234-33.5% |
| Participant deferral / active EE | $2,540 | $2,332+8.9% | $5,202-51.2% | $3,806-33.3% |
| Admin fee / account holder | $113 | $127-11.1% | $13,985-99.2% | $158-28.3% |