Filed October 19, 2004 (most recent of 4 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 |
|---|---|---|
FLIPPIN BRUCE & PORTER, INC.1+ years Service code 27 P.O. BOX 6138 · LYNCHBURG, VA 245056138 | Advisory (Plan) | $25,925 |
CAPGROUP INVESTMENT ADVISORS1+ years Filed as: CAPGROUP MANAGEMENT, LLC Service code 27 7100 FOREST AVE., #301 · RICHMOND, VA 23226 | Advisory (Plan) | $21,612 |
SUNTRUST BANKS, INC.1+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $3,055 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $2,780 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $223,532 | $46,360+382.2% | $147,617+51.4% | $52,331+327.2% |
| Participation rate | 95.5% | 64.9%+30.5pp | 84.6%+10.8pp | 68.1%+27.3pp |
| Annual return | -1.50% | 1.62%-3.1pp | 61.98%-63.5pp | 4.54%-6.0pp |
| Employer contribution / active EE | $6,972 | $2,126+227.9% | $5,564+25.3% | $1,882+270.5% |
| Participant deferral / active EE | $4,838 | $2,258+114.3% | $4,895-1.2% | $3,022+60.1% |
| Admin fee / account holder | $354 | $766-53.8% | $11,612-97.0% | $592-40.2% |