Filed October 1, 2015 (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 LLC2+ years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $90,793 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,341 |
RSM US LLP1 year Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $9,985 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage | $1,415 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $283 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,574 | $71,802+31.7% | $133,975-29.4% | $57,658+64.0% |
| Participation rate | 95.5% | 85.5%+10.1pp | 87.1%+8.5pp | 70.2%+25.3pp |
| Annual return | 8.22% | 13.51%-5.3pp | 29.29%-21.1pp | 5.13%+3.1pp |
| Employer contribution / active EE | $5,931 | $3,161+87.6% | $5,211+13.8% | $1,974+200.5% |
| Participant deferral / active EE | $3,193 | $4,606-30.7% | $6,282-49.2% | $3,061+4.3% |
| Admin fee / account holder | $192 | $88+118.8% | $9,324-97.9% | $95+102.9% |