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 LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $106,226 |
WARREN AVERETT, LLC5 years Filed as: WARREN AVERETT Service code 10 · EIN 63-1239864 | Accounting | $18,500 |
FIIOC8+ 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 | $120,315 | $130,052-7.5% | $86,717+38.7% | $77,906+54.4% |
| Participation rate | 97.2% | 85.9%+11.3pp | 76.6%+20.6pp | 73.7%+23.5pp |
| Annual return | -16.49% | -12.73%-3.8pp | 35.97%-52.5pp | 12.16%-28.6pp |
| Employer contribution / active EE | $6,871 | $3,214+113.8% | $2,837+142.2% | $2,846+141.4% |
| Participant deferral / active EE | $6,959 | $5,741+21.2% | $4,657+49.4% | $4,805+44.8% |
| Admin fee / account holder | $10 | $132-92.6% | $7,494-99.9% | $133-92.6% |