Filed March 22, 2006 (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 |
|---|---|---|
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN SMITH WALLACE LLP Service code 10 · EIN 43-1001367 6 CITYPLACE DR STE 900 · ST LOUIS, MO 631417194 | Accounting | $12,012 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095737 | Advisory (Plan) | $10,444 |
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 | $210,134 | $74,706+181.3% | $75,714+177.5% | $79,391+164.7% |
| Participation rate | 98.2% | 75.3%+22.8pp | 74.8%+23.3pp | 70.7%+27.4pp |
| Annual return | 23.88% | 18.52%+5.4pp | 104.62%-80.7pp | 116.88%-93.0pp |
| Employer contribution / active EE | $5,447 | $2,590+110.3% | $2,744+98.5% | $2,428+124.3% |
| Participant deferral / active EE | $5,373 | $3,533+52.1% | $3,820+40.6% | $4,046+32.8% |
| Admin fee / account holder | $87 | $374-76.7% | $3,619-97.6% | $627-86.1% |