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 | $151,658 |
ARBOR INVESTMENT ADVISORS2+ years Service code 27 · EIN 72-2605557 | Advisory (Plan) | $76,494 |
FIDUCIARYVEST LLC2+ years Service code 27 · EIN 20-2217636 | Advisory (Plan) | $50,534 |
SUNTRUST BANKS, INC.2+ years Filed as: BB&T SCOTT & STRINGFELLOW Service code 28 901 EAST BYRD STREET · RICHMOND, VA 23219 | Investment Management | $45,361 |
STEARNS FINANCIAL SERVICES2+ years Filed as: STEARNS FINANCIAL SERVICES GROUP Service code 28 324 W WENDOVER AVE STE 204 · GREENSBORO, NC 27408 | Investment Management | $9,999 |
FRANKLIN STREET ADVISORS2+ years Service code 28 1450 RALEIGH ROAD · CHAPEL HILL, NC 27574 | Investment Management | $5,200 |
FRANKLIN STREET ADVISORS1 year Filed as: FRANKLIN STREET ADVISORS INC Service code 28 1450 RALEIGH ROAD STE 300 · CHAPEL HILL, NC 27574 | Investment Management | $5,200 |
BMO HARRIS BANK NA2+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $346,632 | $155,795+122.5% | $136,298+154.3% | $69,634+397.8% |
| Participation rate | 95.1% | 75.2%+19.9pp | 81.9%+13.2pp | 70.7%+24.5pp |
| Annual return | 11.23% | 232464.33%-232453.1pp | 5156.27%-5145.0pp | 27572.26%-27561.0pp |
| Employer contribution / active EE | $7,809 | $2,991+161.1% | $4,696+66.3% | $2,032+284.3% |
| Participant deferral / active EE | $9,195 | $5,394+70.5% | $6,247+47.2% | $3,224+185.2% |
| Admin fee / account holder | $407 | $128+217.1% | $9,244-95.6% | $110+268.3% |