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 | $702,109 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $313,115 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $103,657 |
DELOITTE & TOUCHE LLP8 years Service code 10 · EIN 13-3891517 | Accounting | $74,813 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $237,084 | $175,269+35.3% | $149,740+58.3% | $139,500+70.0% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 15.77% | 166.87%-151.1pp | 134.51%-118.7pp | 373.99%-358.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,683-100.0% | $6,713-100.0% |
| Admin fee / account holder | $252 | $16,167-98.4% | $13,222-98.1% | $11,410-97.8% |