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 | $634,916 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $115,690 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 47-4009638 | Consulting | $36,033 |
DELOITTE & TOUCHE LLP1 year Service code 16 · EIN 13-3891517 | Consulting | $19,500 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,315 | $49,270-22.2% | $156,551-75.5% | $329,111-88.4% |
| Participation rate | 85.5% | 68.1%+17.4pp | 84.0%+1.5pp | 67.9%+17.6pp |
| Annual return | 9.13% | 23.25%-14.1pp | 32.23%-23.1pp | 16.35%-7.2pp |
| Employer contribution / active EE | $873 | $1,534-43.1% | $5,501-84.1% | $2,303-62.1% |
| Participant deferral / active EE | $2,928 | $2,920+0.3% | $4,871-39.9% | $3,682-20.5% |
| Admin fee / account holder | $54 | $51+6.6% | $13,028-99.6% | $754-92.9% |