Filed January 31, 2002 (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.
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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $26,250 |
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $20,870 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 51 · EIN 95-2834236 | Investment Mgmt Fees | $20,000 |
BB&T2+ years Service code 18 · EIN 56-0939887 | Custodial (other than securities); Cu... | $12,338 |
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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 | $0 | $1,723,788-100.0% | $107,664-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 1.9%-1.9pp |
| Annual return | 9.58% | 11.50%-1.9pp | 337.46%-327.9pp | 23.90%-14.3pp |
| Employer contribution / active EE | $4,448 | $12,608-64.7% | $20,191-78.0% | $16,539-73.1% |
| Participant deferral / active EE | $0 | $57-100.0% | $30-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,663-100.0% | $18,975-100.0% |