Filed November 9, 2012
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST. OPER. CO Service code 37 · EIN 04-2647786 | Loan Processing | $621,596 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $342,361 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 4208 SIX FORKS RD. · RALEIGH, NC 27609 | Consulting | $84,496 |
KPMG LLP1 year Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $51,000 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPTRUST Service code 28 · EIN 26-0058143 | Investment Management | $27,038 |
WILLIAMS MULLEN10+ years Service code 29 · EIN 54-1246519 | Legal | $25,551 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,531 | $96,807-40.6% | $165,100-65.2% | $106,553-46.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 78.6%+21.4pp | 69.8%+30.1pp |
| Annual return | 15.05% | 17.39%-2.3pp | 70.21%-55.2pp | 17.37%-2.3pp |
| Employer contribution / active EE | $2,856 | $2,888-1.1% | $4,348-34.3% | $3,359-15.0% |
| Participant deferral / active EE | $4,488 | $5,055-11.2% | $6,035-25.6% | $5,562-19.3% |
| Admin fee / account holder | $67 | $66+1.6% | $12,696-99.5% | $80-16.1% |