Filed January 9, 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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $68,418 |
WARREN AVERETT, LLC4 years Filed as: WARREN AVERETT Service code 10 · EIN 63-1239864 | Accounting | $17,800 |
FIIOC7+ years Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,059 | $144,879+7.0% | $111,319+39.3% | $93,010+66.7% |
| Participation rate | 98.4% | 86.1%+12.3pp | 77.3%+21.1pp | 73.9%+24.5pp |
| Annual return | 15.06% | 18.11%-3.0pp | 54.68%-39.6pp | 158.70%-143.6pp |
| Employer contribution / active EE | $6,438 | $3,052+110.9% | $2,732+135.7% | $2,705+138.0% |
| Participant deferral / active EE | $6,586 | $5,576+18.1% | $4,488+46.8% | $4,561+44.4% |
| Admin fee / account holder | $22 | $104-78.6% | $7,966-99.7% | $152-85.4% |