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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $335,156 |
Filed as: CAPTRUST Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $133,462 |
NIXON PEABODY LLP1 year Service code 29 · EIN 16-0764720 | Legal | $9,345 |
TIAA2 years Filed as: TIAA- TEACHERS AND INSURANCE ANNUIT Service code 37 · EIN 13-1624203 | Loan Processing | $358 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,695 | $98,780+73.8% | $60,919+181.8% | $77,906+120.4% |
| Participation rate | 81.7% | 76.7%+5.0pp | 73.1%+8.6pp | 73.7%+8.0pp |
| Annual return | -12.77% | -11.56%-1.2pp | 16.98%-29.7pp | 12.16%-24.9pp |
| Employer contribution / active EE | $4,986 | $3,605+38.3% | $2,704+84.4% | $2,846+75.2% |
| Participant deferral / active EE | $6,560 | $4,200+56.2% | $3,814+72.0% | $4,805+36.5% |
| Admin fee / account holder | $66 | $89-25.4% | $3,226-98.0% | $133-50.2% |