Filed December 28, 2011 (most recent of 4 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,008,951 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $313,487 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $26,703 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,496 | $73,283-16.1% | $155,556-60.5% | $106,553-42.3% |
| Participation rate | 92.0% | 73.3%+18.8pp | 78.2%+13.8pp | 69.8%+22.2pp |
| Annual return | 15.25% | 15.76%-0.5pp | 64.84%-49.6pp | 17.37%-2.1pp |
| Employer contribution / active EE | $0 | $2,241-100.0% | $4,675-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $6,383 | $4,567+39.8% | $5,631+13.4% | $5,562+14.8% |
| Admin fee / account holder | $86 | $56+53.9% | $15,885-99.5% | $80+8.0% |