Filed January 23, 2006 (most recent of 3 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 |
|---|---|---|
TRENT CAPITAL MANAGEMENT3+ years Filed as: TRENT CAPITAL MANGEMENT INC Service code 27 3150 N. ELM STREET · GREENSBORO, NC 27408 | Advisory (Plan) | $13,182 |
STANLEY BENEFIT SERVICES, INC.3+ years Filed as: STANLEY BENEFIT SERVICES INC Service code 15 7800 MCCLOUD ROAD · GREENSBORO, NC 27409 | Recordkeeping | $3,109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,985 | $63,156-50.9% | $122,354-74.7% | $62,293-50.3% |
| Participation rate | 30.7% | 60.0%-29.3pp | 71.6%-41.0pp | 69.5%-38.8pp |
| Annual return | 16.91% | 20.61%-3.7pp | 30.28%-13.4pp | 28.90%-12.0pp |
| Employer contribution / active EE | $489 | $1,385-64.7% | $4,051-87.9% | $2,042-76.0% |
| Participant deferral / active EE | $999 | $2,321-57.0% | $3,287-69.6% | $3,169-68.5% |
| Admin fee / account holder | $222 | $440-49.5% | $5,479-95.9% | $479-53.7% |