Filed September 24, 1985
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 |
|---|---|---|
RSM US LLP1 year Service code 10 · EIN 42-0714325 5155 PAYSHERE CIRCLE · CHICAGO, IL 606740001 | Accounting | $14,228 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD · RALEIGH, NC 276095734 | Advisory (Plan) | $7,676 |
Filed as: NEW PINNACLE CONSULTING GROUP Service code 16 · EIN 26-1233837 19825-B NORTH COVE RD #105 · CORNELIUS, NC 280316445 | Consulting | $5,270 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,535 | $52,722+92.6% | $90,461+12.2% | $73,412+38.3% |
| Participation rate | 96.1% | 67.7%+28.4pp | 72.7%+23.4pp | 72.2%+23.9pp |
| Annual return | 10.63% | 20.70%-10.1pp | 1294.76%-1284.1pp | 59.30%-48.7pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,264-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $7,910 | $2,810+181.5% | $3,964+99.5% | $3,806+107.8% |
| Admin fee / account holder | $56 | $117-52.4% | $5,617-99.0% | $158-64.8% |