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 14 · EIN 04-2647786 | Plan Administrator | $1,060,774 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $355,135 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $72,735 |
Filed as: FIDELITY INVESTMENTS INSTITUTINAL Service code 60 | Sub-TA Fees | $0 |
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 | $55,774 | $68,062-18.1% | $185,854-70.0% | $106,520-47.6% |
| Participation rate | 95.6% | 75.2%+20.4pp | 81.7%+13.9pp | 71.3%+24.3pp |
| Annual return | 14.66% | 18.20%-3.5pp | 122.12%-107.5pp | 19.28%-4.6pp |
| Employer contribution / active EE | $1,463 | $1,997-26.7% | $5,169-71.7% | $2,840-48.5% |
| Participant deferral / active EE | $4,464 | $3,990+11.9% | $5,569-19.8% | $4,948-9.8% |
| Admin fee / account holder | $58 | $53+10.3% | $16,246-99.6% | $75-21.9% |