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) | $30,626 |
BCA WATSON RICE LLP1+ years Filed as: BCA WATSON RICE Service code 10 · EIN 26-1726741 | Accounting | $28,000 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 49 PRUDENTIAL TOWER · BOSTON, MA 021998103 | Other Services | $8,500 |
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 | $109,414 | $78,181+39.9% | $57,357+90.8% | $67,505+62.1% |
| Participation rate | 87.8% | 76.6%+11.2pp | 75.1%+12.7pp | 71.2%+16.6pp |
| Annual return | 3.48% | 2.76%+0.7pp | 24.41%-20.9pp | 6.52%-3.0pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,689-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $4,803 | $3,501+37.2% | $3,162+51.9% | $3,597+33.6% |
| Admin fee / account holder | $13 | $27-49.9% | $3,357-99.6% | $56-76.4% |