Filed November 8, 2004 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $322,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $161,059 |
INSERO & CO. CPAS, LLP10+ years Service code 10 · EIN 47-5324570 | Accounting | $27,125 |
NIXON PEABODY LLP3 years Service code 29 · EIN 16-0764720 | Legal | $5,220 |
TIAA4 years Filed as: TIAA- TEACHERS AND INSURANCE ANNUIT Service code 37 · EIN 13-1624203 | Loan Processing | $1,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,233 | $113,568+79.8% | $67,560+202.3% | $200,096+2.1% |
| Participation rate | 81.4% | 73.3%+8.1pp | 72.9%+8.5pp | 72.0%+9.4pp |
| Annual return | 12.98% | 15.88%-2.9pp | 3533.50%-3520.5pp | 34.26%-21.3pp |
| Employer contribution / active EE | $5,161 | $3,409+51.4% | $2,737+88.6% | $3,038+69.9% |
| Participant deferral / active EE | $6,916 | $4,163+66.1% | $4,004+72.7% | $5,090+35.9% |
| Admin fee / account holder | $69 | $102-32.4% | $3,994-98.3% | $269-74.3% |