Filed October 21, 2011 (most recent of 5 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $505,879 |
Filed as: STRATEGIC BENEFITS ADVISORS Service code 16 · EIN 03-0415817 | Consulting | $61,479 |
Filed as: CLEAR INVESTMENT RESEARCH LLC Service code 16 · EIN 46-3868027 | Consulting | $60,848 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $17,500 |
WARREN AVERETT, LLC7 years Service code 10 · EIN 45-4084437 | Accounting | $7,800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,098 | $153,784-27.1% | $105,624+6.1% | $99,313+12.9% |
| Participation rate | 94.4% | 92.3%+2.2pp | 75.3%+19.2pp | 71.7%+22.7pp |
| Annual return | 17.12% | 14.98%+2.1pp | 116.20%-99.1pp | 17.67%-0.5pp |
| Employer contribution / active EE | $6,511 | $5,293+23.0% | $3,168+105.5% | $3,264+99.5% |
| Participant deferral / active EE | $6,753 | $8,286-18.5% | $5,013+34.7% | $5,346+26.3% |
| Admin fee / account holder | $56 | $77-27.3% | $10,961-99.5% | $109-48.5% |