Filed February 11, 2011
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 |
|---|---|---|
GUARDIAN WEALTH PARTNERS LLP2 years Filed as: GUARDIAN WEALTH PARTNERS Service code 27 4270 THE CIRCLE AT NORTH HILLS ST · RALEIGH, NC 27609 | Advisory (Plan) | $15,000 |
GORDON ASSET MANAGEMENT3 years Service code 27 · EIN 42-1582751 1007 SLATER ROAD SUITE 200 · DURHAM, NC 27215 | Advisory (Plan) | $5,000 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $198,586-100.0% | $2,066,441-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 13.5%-13.5pp |
| Annual return | 10.47% | 10.61%-0.1pp | 10.57%-0.1pp | 9.29%+1.2pp |
| Employer contribution / active EE | $21,220 | $9,838+115.7% | $18,335+15.7% | $15,168+39.9% |
| Participant deferral / active EE | $0 | $3-100.0% | $5-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $8,713-100.0% | $2,037-100.0% |