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 LLC2+ years Filed as: CAPTRUST ADVISORS, LLC Service code 27 · EIN 45-0479693 102 W WHITING STREET · TAMPA, FL 33602 | Advisory (Plan) | $54,178 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,012 | $46,173-13.3% | $170,435-76.5% | $69,631-42.5% |
| Participation rate | 99.7% | 63.9%+35.8pp | 83.6%+16.1pp | 70.7%+29.0pp |
| Annual return | 10.32% | 21.62%-11.3pp | 205.94%-195.6pp | 27571.02%-27560.7pp |
| Employer contribution / active EE | $5,246 | $1,610+225.9% | $5,432-3.4% | $2,032+158.2% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $140 | $116+20.4% | $13,881-99.0% | $110+26.4% |