Filed December 21, 2013
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 13 · EIN 23-3038464 | Contract Administrator | $12,922 |
Service code 26 100 E. SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Participants) | $8,628 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,168 | $100,801-74.0% | $149,715-82.5% | $73,412-64.4% |
| Participation rate | 47.7% | 77.7%-30.0pp | 82.5%-34.8pp | 72.2%-24.5pp |
| Annual return | 174.35% | 265.34%-91.0pp | 276.66%-102.3pp | 59.30%+115.1pp |
| Employer contribution / active EE | $1,627 | $3,312-50.9% | $4,645-65.0% | $2,234-27.2% |
| Participant deferral / active EE | $2,872 | $6,404-55.2% | $6,842-58.0% | $3,806-24.5% |
| Admin fee / account holder | $162 | $181-10.2% | $9,310-98.3% | $158+2.8% |