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 | $810,115 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $206,646 |
Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $68,559 |
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 | $51,418 | $58,202-11.7% | $172,757-70.2% | $89,609-42.6% |
| Participation rate | 88.6% | 72.8%+15.8pp | 82.6%+6.0pp | 69.6%+19.0pp |
| Annual return | 22.57% | 61.59%-39.0pp | 803.06%-780.5pp | 33.65%-11.1pp |
| Employer contribution / active EE | $1,141 | $1,759-35.1% | $5,144-77.8% | $2,584-55.8% |
| Participant deferral / active EE | $3,453 | $3,335+3.5% | $5,198-33.6% | $4,222-18.2% |
| Admin fee / account holder | $53 | $53+0.8% | $13,956-99.6% | $72-26.0% |