Filed January 8, 2009 (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 |
|---|---|---|
STEELE CAPITAL MANAGEMENT, INC.3+ years Service code 26 · EIN 42-1460565 | Advisory (Participants) | $75,225 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $37,185 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $17,118 |
EIDE BAILLY LLP3+ years Service code 10 · EIN 45-0250958 | Accounting | $13,715 |
Filed as: CAP TRUST ADVISORS, LLC Service code 49 · EIN 45-0479693 | Other Services | $12,500 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 16 · EIN 46-4350797 | Consulting | $12,500 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $8,379 |
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 | $189,963 | $44,989+322.2% | $170,442+11.5% | $77,958+143.7% |
| Participation rate | 99.3% | 64.6%+34.7pp | 83.6%+15.7pp | 71.6%+27.7pp |
| Annual return | 17.69% | 19.61%-1.9pp | 205.93%-188.2pp | 20.87%-3.2pp |
| Employer contribution / active EE | $5,390 | $1,466+267.6% | $5,433-0.8% | $2,310+133.3% |
| Participant deferral / active EE | $5,598 | $2,208+153.6% | $4,939+13.3% | $3,537+58.3% |
| Admin fee / account holder | $183 | $69+165.4% | $13,880-98.7% | $97+87.9% |