Filed August 26, 2014 (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 LLC1+ years Filed as: CAPTRUST ADVISORS, LLC Service code 27 · EIN 45-0479693 102 W. WHITING STREET · TAMPA, FL 33602 | Advisory (Plan) | $40,723 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. Service code 27 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Advisory (Plan) | $4,171 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,049 | $36,916-2.3% | $156,551-77.0% | $57,658-37.5% |
| Participation rate | 99.7% | 63.4%+36.2pp | 84.0%+15.6pp | 70.2%+29.4pp |
| Annual return | -0.76% | 12.38%-13.1pp | 32.23%-33.0pp | 5.13%-5.9pp |
| Employer contribution / active EE | $4,601 | $1,571+192.9% | $5,501-16.4% | $1,974+133.1% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $132 | $82+60.0% | $13,028-99.0% | $95+39.6% |