Filed February 26, 2007 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 400 SOUTHPOINTE BOULEVARD PLAZA I · CANONSBURG, PA 15317 | Advisory (Plan) | $97,393 |
SMITH ANDERSON BLOUNT1+ years Service code 29 · EIN 56-0402850 150 FAYETTEVILLE STREET · RALEIGH, NC 27601 | Legal | $39,147 |
CHONREZNICK LLP1+ years Service code 10 · EIN 22-1478099 | Accounting | $24,800 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 · EIN 56-0747981 6525 MORRISON BOULEVARD, STE 500 · CHARLOTTE, NC 28211 | Accounting | $17,800 |
HUNTER BENEFITS CONSULTING GROUP1+ years Filed as: HUNTER CAPITAL ADVISORS INC Service code 27 · EIN 20-3041707 | Advisory (Plan) | $5,750 |
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 | $76,185 | $73,367+3.8% | $106,387-28.4% | $73,367+3.8% |
| Participation rate | 91.8% | 69.5%+22.3pp | 77.5%+14.3pp | 69.5%+22.3pp |
| Annual return | 41.03% | 173.45%-132.4pp | 0.25%+40.8pp | 173.45%-132.4pp |
| Employer contribution / active EE | $3,557 | $2,499+42.3% | $3,520+1.0% | $2,499+42.3% |
| Participant deferral / active EE | $8,501 | $4,033+110.8% | $5,421+56.8% | $4,033+110.8% |
| Admin fee / account holder | $13 | $68-80.5% | $7,510-99.8% | $68-80.5% |