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 | $417,718 |
Filed as: STRATEGIC BENEFITS ADVISORS Service code 16 · EIN 03-0415817 | Consulting | $60,903 |
Service code 16 · EIN 46-3868027 | Consulting | $49,206 |
WARREN AVERETT, LLC5 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $31,200 |
Filed as: SMITH, GAMBRELL, & RUSSELL, LLP Service code 29 · EIN 58-0967450 | Legal | $8,967 |
Filed as: CAPFINANCIAL PARTNERS, LLC; Service code 27 · EIN 26-0058143 | Advisory (Plan) | $8,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,632 | $153,784-41.1% | $105,624-14.2% | $99,313-8.7% |
| Participation rate | 92.2% | 92.3%-0.1pp | 75.3%+16.9pp | 71.7%+20.5pp |
| Annual return | 13.99% | 14.98%-1.0pp | 116.20%-102.2pp | 17.67%-3.7pp |
| Employer contribution / active EE | $4,003 | $5,293-24.4% | $3,168+26.4% | $3,264+22.6% |
| Participant deferral / active EE | $5,613 | $8,286-32.3% | $5,013+12.0% | $5,346+5.0% |
| Admin fee / account holder | $92 | $77+19.4% | $10,961-99.2% | $109-15.4% |