Filed November 9, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $218,379 |
Filed as: FIDELITY INVESTMENTS INST. OPER. CO Service code 37 · EIN 04-2647786 | Loan Processing | $87,808 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 4208 SIX FORKS RD. · RALEIGH, NC 27609 | Consulting | $84,513 |
CAPFINANCIAL PARTNERS LLC8+ years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $44,952 |
KPMG LLP8+ years Service code 16 · EIN 13-5565207 | Consulting | $11,550 |
Participant 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 | $48,431 | $71,813-32.6% | $119,628-59.5% | $78,104-38.0% |
| Participation rate | 82.0% | 81.7%+0.3pp | 79.3%+2.7pp | 74.5%+7.5pp |
| Annual return | -15.99% | -13.80%-2.2pp | -14.98%-1.0pp | 10.90%-26.9pp |
| Employer contribution / active EE | $1,829 | $2,836-35.5% | $4,232-56.8% | $3,128-41.5% |
| Participant deferral / active EE | $3,544 | $4,953-28.4% | $5,601-36.7% | $5,089-30.4% |
| Admin fee / account holder | $45 | $81-43.8% | $10,330-99.6% | $79-42.5% |