Filed August 9, 2013
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $180,471 |
ARBOR INVESTMENT ADVISORS1+ years Service code 27 · EIN 72-2605557 | Advisory (Plan) | $71,256 |
FIDUCIARYVEST LLC1+ years Service code 27 · EIN 20-2217636 | Advisory (Plan) | $51,392 |
SUNTRUST BANKS, INC.1+ years Filed as: BB&T SCOTT & STRINGFELLOW Service code 28 901 EAST BYRD STREET · RICHMOND, VA 23219 | Investment Management | $39,303 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN LLC Service code 10 · EIN 56-0747981 | Accounting | $20,603 |
FRANKLIN STREET ADVISORS1+ years Service code 28 1450 RALEIGH ROAD · CHAPEL HILL, NC 27574 | Investment Management | $20,484 |
ZWG INVESTMENT COUNSEL1+ years Service code 28 75 14TH STREET NE · ATLANTA, GA 303097604 | Investment Management | $11,371 |
STEARNS FINANCIAL SERVICES1+ years Filed as: STEARNS FINANCIAL SERVICES GROUP Service code 28 324 W WENDOVER AVE · GREENSBORO, NC 27408 | Investment Management | $9,313 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BLUE ROCK ADVISORS/DONALD E BROWN Service code 28 524 N TRADE STREET · WINSTON-SALEM, NC 27101 | Investment Management | $8,697 |
BMO HARRIS BANK NA1+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $316,705 | $80,177+295.0% | $123,894+155.6% | $57,661+449.3% |
| Participation rate | 96.7% | 74.4%+22.3pp | 81.4%+15.3pp | 70.2%+26.5pp |
| Annual return | 8.36% | 17.90%-9.5pp | 47.52%-39.2pp | 5.13%+3.2pp |
| Employer contribution / active EE | $8,263 | $2,913+183.7% | $4,617+79.0% | $1,974+318.6% |
| Participant deferral / active EE | $9,374 | $5,130+82.7% | $5,984+56.6% | $3,061+206.3% |
| Admin fee / account holder | $475 | $106+346.4% | $8,357-94.3% | $95+402.0% |