Filed July 24, 1996 (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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $137,705 |
CAPFINANCIAL PARTNERS LLC10+ years Service code 28 · EIN 26-0058143 | Investment Management | $72,090 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST BANK Service code 28 · EIN 56-1074313 | Investment Management | $17,780 |
BKD, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $12,575 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $10,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $178,878 | $112,582+58.9% | $105,624+69.4% | $200,096-10.6% |
| Participation rate | 97.7% | 86.3%+11.4pp | 75.3%+22.4pp | 72.0%+25.6pp |
| Annual return | 13.24% | 15.58%-2.3pp | 116.20%-103.0pp | 34.26%-21.0pp |
| Employer contribution / active EE | $8,743 | $4,580+90.9% | $3,168+176.0% | $3,038+187.8% |
| Participant deferral / active EE | $10,010 | $6,655+50.4% | $5,013+99.7% | $5,090+96.7% |
| Admin fee / account holder | $136 | $107+26.8% | $10,961-98.8% | $269-49.6% |