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 |
|---|---|---|
WARREN AVERETT, LLC1 year Service code 10 · EIN 45-4084437 | Accounting | $19,150 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $9,220 |
FHIS2 years Service code 55 | Other Commissions | $0 |
FIIOC10+ 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 | $114,608 | $89,123+28.6% | $102,460+11.9% | $77,762+47.4% |
| Participation rate | 71.7% | 80.9%-9.2pp | 76.5%-4.8pp | 70.6%+1.2pp |
| Annual return | 13.17% | 25.05%-11.9pp | 29.47%-16.3pp | 31.27%-18.1pp |
| Employer contribution / active EE | $3,624 | $2,700+34.2% | $3,025+19.8% | $2,728+32.8% |
| Participant deferral / active EE | $5,732 | $5,148+11.3% | $5,056+13.4% | $4,651+23.2% |
| Admin fee / account holder | $35 | $236-85.2% | $9,460-99.6% | $433-92.0% |