Filed November 26, 2007 (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.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $46,807 |
BCA WATSON RICE LLP1+ years Filed as: BCA WATSON RICE Service code 10 · EIN 26-1726741 | Accounting | $31,000 |
Service code 27 · EIN 26-1694165 | Advisory (Plan) | $12,244 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 49 PRUDENTIAL TOWER · BOSTON, MA 021998103 | Other Services | $8,500 |
BOND BROTHERS1+ years Filed as: BOND, SCHOENECK & KING Service code 49 ONE LINCOLN CENTER · SYRACUSE, NY 13202 | Other Services | $6,400 |
Filed as: FIDELITY INV INSTL OPERATIONS CO. Service code 15 · EIN 04-2647786 | Recordkeeping | $0 |
Filed as: FIDELITY INVEST INSTL OPERATIONS CO Service code 15 | Recordkeeping | $0 |
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 | $99,720 | $81,689+22.1% | $57,357+73.9% | $69,651+43.2% |
| Participation rate | 79.4% | 66.0%+13.5pp | 75.1%+4.4pp | 66.6%+12.9pp |
| Annual return | 1.55% | 821.18%-819.6pp | 24.41%-22.9pp | 53.77%-52.2pp |
| Employer contribution / active EE | $4,086 | $3,891+5.0% | $2,689+52.0% | $2,241+82.4% |
| Participant deferral / active EE | $0 | $3,019-100.0% | $3,162-100.0% | $3,635-100.0% |
| Admin fee / account holder | $11 | $27-60.6% | $3,357-99.7% | $63-83.0% |