Filed April 7, 1999
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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $44,706 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 28 · EIN 26-0058143 | Investment Management | $42,375 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 16 · EIN 33-0818667 | Consulting | $31,250 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $11,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
NATIONAL FINANCIAL SERVICES1+ years Service code 12 · EIN 04-3523567 | Investment management; Participant lo... | $0 |
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 | $106,785 | $38,925+174.3% | $73,836+44.6% | $55,191+93.5% |
| Participation rate | 90.6% | 66.0%+24.6pp | 73.4%+17.2pp | 69.2%+21.5pp |
| Annual return | 1.05% | 6.31%-5.3pp | 2268.06%-2267.0pp | 10.78%-9.7pp |
| Employer contribution / active EE | $5,344 | $1,695+215.3% | $2,787+91.7% | $1,899+181.4% |
| Participant deferral / active EE | $5,349 | $2,351+127.5% | $3,583+49.3% | $3,046+75.6% |
| Admin fee / account holder | $219 | $83+164.8% | $4,882-95.5% | $91+141.7% |