Filed October 18, 2004 (most recent of 3 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $151,300 |
CABANISS JOHNSTON2+ years Service code 29 · EIN 63-0034530 | Legal | $33,749 |
Filed as: BMS&S, LLC Service code 10 · EIN 46-1498870 | Accounting | $24,457 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON COMPANY Service code 99 5847 SAN FELIPLE ST SUITE 320 · HOUSTON, TX 77057 | Other Fees | $10,292 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$51,516 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $81,080 | $61,125+32.6% | $108,582-25.3% | $63,975+26.7% |
| Participation rate | 97.9% | 80.5%+17.4pp | 79.6%+18.4pp | 71.1%+26.8pp |
| Annual return | 6.18% | 14.06%-7.9pp | -51.70%+57.9pp | 48.65%-42.5pp |
| Employer contribution / active EE | $2,883 | $2,237+28.9% | $3,758-23.3% | $2,182+32.2% |
| Participant deferral / active EE | $4,740 | $3,574+32.6% | $4,311+10.0% | $3,356+41.2% |
| Admin fee / account holder | $55 | $72-23.6% | $7,645-99.3% | $70-21.9% |