Filed December 31, 2003
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 |
|---|---|---|
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 P.O. BOX 78975 · MILWAUKEE, WI 532788975 | Accounting | $13,920 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 55 · EIN 26-0058143 4208 SIX FORKS RD. STE 1700 · RALEIGH, NC 276095734 | Other Commissions | $6,276 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,882 | $84,948-15.4% | $70,494+2.0% | $73,412-2.1% |
| Participation rate | 96.2% | 79.9%+16.2pp | 75.1%+21.1pp | 72.2%+24.0pp |
| Annual return | 4.81% | 13.39%-8.6pp | 109.16%-104.3pp | 59.30%-54.5pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,738-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,360 | $3,387-30.3% | $3,711-36.4% | $3,806-38.0% |
| Admin fee / account holder | $32 | $98-67.2% | $3,848-99.2% | $158-79.6% |