Filed November 22, 1995
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 LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 70 · EIN 26-0058143 | Consulting Fees | $93,751 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $25,299 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 70 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Consulting Fees | $13,859 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 70 · EIN 26-0058143 | Consulting Fees | $13,518 |
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 | $42,802 | $54,890-22.0% | $63,517-32.6% | $59,188-27.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.0%+29.0pp | 69.4%+30.6pp |
| Annual return | 0.84% | 4.56%-3.7pp | -70.30%+71.1pp | 5.51%-4.7pp |
| Employer contribution / active EE | $1,255 | $1,831-31.5% | $2,322-46.0% | $2,098-40.2% |
| Participant deferral / active EE | $3,530 | $2,803+26.0% | $2,953+19.5% | $3,265+8.1% |
| Admin fee / account holder | $94 | $66+42.6% | $5,892-98.4% | $92+2.3% |