Filed March 10, 2006 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $118,328 |
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATIONS Service code 17 · EIN 22-3189064 | Pension Consulting | $67,500 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,499 |
HUGHES PITTMAN & GUPTON, LLP1+ years Service code 10 1500 SUNDAY DRIVE · RALEIGH, NC 27607 | Accounting | $18,600 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: SCHWABE, WILLIAMSON, & WYATT Service code 29 · EIN 93-1130272 | Legal | $17,715 |
CHERRY BEKAERT LLP1+ years Filed as: CHERRY BEKAERT Service code 10 · EIN 56-0574444 | Accounting | $16,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,002 | $36,004-38.9% | $64,101-65.7% | $69,651-68.4% |
| Participation rate | 33.2% | 47.3%-14.0pp | 68.2%-34.9pp | 66.6%-33.3pp |
| Annual return | 0.28% | 4.26%-4.0pp | 791.27%-791.0pp | 53.77%-53.5pp |
| Employer contribution / active EE | $241 | $617-61.0% | $1,820-86.8% | $2,241-89.3% |
| Participant deferral / active EE | $676 | $1,166-42.0% | $2,822-76.0% | $3,635-81.4% |
| Admin fee / account holder | $12 | $49-75.1% | $4,499-99.7% | $63-80.7% |