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 | $755,958 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $140,439 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $54,848 |
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 | $41,960 | $53,684-21.8% | $170,435-75.4% | $80,976-48.2% |
| Participation rate | 90.0% | 69.2%+20.8pp | 83.6%+6.4pp | 68.3%+21.7pp |
| Annual return | 35.83% | 25.97%+9.9pp | 205.94%-170.1pp | 22.91%+12.9pp |
| Employer contribution / active EE | $974 | $1,642-40.7% | $5,432-82.1% | $2,402-59.5% |
| Participant deferral / active EE | $2,888 | $3,017-4.3% | $4,939-41.5% | $3,848-24.9% |
| Admin fee / account holder | $45 | $46-2.0% | $13,881-99.7% | $67-32.6% |