Filed November 9, 2005 (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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $23,500 |
SMITH & HOWARD, PC10+ years Service code 10 · EIN 58-1250486 | Accounting | $23,000 |
JLM ACTUARIAL, LLC7 years Service code 11 · EIN 82-3763658 | Actuarial | $21,300 |
SUNTRUST BANKS, INC.5 years Filed as: TRUIST BANK Service code 21 · EIN 56-1074313 | Bank Trustee | $20,372 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,477-100.0% | $157,677-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 28.6%-28.6pp | 11.0%-11.0pp |
| Annual return | 3.65% | 9.01%-5.4pp | 8.41%-4.8pp | 8.21%-4.6pp |
| Employer contribution / active EE | $20,606 | $10,608+94.2% | $41,333-50.1% | $13,841+48.9% |
| Participant deferral / active EE | $0 | $350-100.0% | $40-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $6,127-100.0% | $3,303-100.0% | $1,652-100.0% |