Filed July 12, 1994
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 LLC2 years Filed as: CAPTRUST ADVISORS LLC Service code 28 · EIN 45-0479693 | Investment Management | $114,208 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $80,555 |
RYAN ALM ADVISERS, LLC3 years Service code 28 · EIN 20-2865003 | Investment Management | $79,992 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $600 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $172,651-100.0% | $305,030-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 44.7%-44.7pp | 13.5%-13.5pp |
| Annual return | 6.17% | 9.18%-3.0pp | 380.66%-374.5pp | 9.29%-3.1pp |
| Employer contribution / active EE | $37,243 | $20,046+85.8% | $45,083-17.4% | $15,168+145.5% |
| Participant deferral / active EE | $0 | $12-100.0% | $272-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $7,413-100.0% | $12,800-100.0% | $2,037-100.0% |