Filed March 21, 2002 (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.
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $96,723 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $68,615 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF Service code 10 2020 CAMINO DEL RIO NORTH · SAN DIEGO, CA 92108 | Accounting | $21,177 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,882 | $62,686+317.8% | $178,505+46.7% | $77,762+236.8% |
| Participation rate | 98.3% | 66.9%+31.4pp | 77.1%+21.2pp | 70.6%+27.7pp |
| Annual return | 12.47% | 16.16%-3.7pp | 27.16%-14.7pp | 31.27%-18.8pp |
| Employer contribution / active EE | $8,043 | $1,914+320.3% | $3,955+103.4% | $2,728+194.8% |
| Participant deferral / active EE | $12,666 | $4,224+199.9% | $6,280+101.7% | $4,651+172.3% |
| Admin fee / account holder | $256 | $386-33.6% | $10,428-97.5% | $433-40.8% |