Filed December 18, 2013 (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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $714,902 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $125,405 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $83,150 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,038 | $83,057-75.9% | $143,801-86.1% | $89,433-77.6% |
| Participation rate | 90.9% | 74.0%+16.9pp | 80.3%+10.6pp | 71.3%+19.6pp |
| Annual return | -11.45% | -13.97%+2.5pp | -0.04%-11.4pp | -11.88%+0.4pp |
| Employer contribution / active EE | $2,235 | $2,095+6.7% | $4,952-54.9% | $3,021-26.0% |
| Participant deferral / active EE | $4,798 | $4,281+12.1% | $5,639-14.9% | $5,125-6.4% |
| Admin fee / account holder | $41 | $83-50.6% | $14,680-99.7% | $79-48.4% |