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 LLC2+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $43,212 |
BCA WATSON RICE LLP2+ years Filed as: BCA WATSON RICE Service code 10 · EIN 26-1726741 | Accounting | $20,500 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $1,262 |
Filed as: FIDELITY INVEST INSTL OPERATIONS CO Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $113,406 | $91,420+24.0% | $57,196+98.3% | $65,292+73.7% |
| Participation rate | 90.4% | 72.6%+17.8pp | 75.3%+15.1pp | 72.4%+18.0pp |
| Annual return | 8.41% | 7.55%+0.9pp | 14.59%-6.2pp | 11.84%-3.4pp |
| Employer contribution / active EE | $0 | $3,776-100.0% | $2,683-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $4,924 | $3,512+40.2% | $3,096+59.0% | $3,579+37.6% |
| Admin fee / account holder | $13 | $22-38.5% | $3,141-99.6% | $57-76.6% |