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 | $881,212 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $172,993 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $68,618 |
DELOITTE & TOUCHE LLP8 years Service code 10 220 WEST MAIN STREET · LOUISVILLE, KY 40202 | Accounting | $25,463 |
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 | $35,060 | $68,330-48.7% | $149,740-76.6% | $96,393-63.6% |
| Participation rate | 91.6% | 74.6%+17.0pp | 78.8%+12.8pp | 71.3%+20.3pp |
| Annual return | 24.27% | 29.64%-5.4pp | 134.51%-110.2pp | 22.88%+1.4pp |
| Employer contribution / active EE | $2,930 | $2,139+37.0% | $4,821-39.2% | $3,239-9.5% |
| Participant deferral / active EE | $6,317 | $4,422+42.9% | $5,683+11.2% | $5,455+15.8% |
| Admin fee / account holder | $62 | $52+19.6% | $13,222-99.5% | $74-15.9% |