Filed January 6, 2006 (most recent of 2 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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS Service code 49 P.O. BOX 600071 · RALEIGH, NC 27675 | Other Services | $168,773 |
CHERRY BEKAERT LLP1+ years Filed as: CHERRY BEKAERT, LLP Service code 10 · EIN 56-0574444 | Accounting | $16,000 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,750 |
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 | $202,499 | $86,791+133.3% | $115,037+76.0% | $59,188+242.1% |
| Participation rate | 97.5% | 72.8%+24.6pp | 81.4%+16.1pp | 69.4%+28.0pp |
| Annual return | 0.43% | 4.44%-4.0pp | 26.14%-25.7pp | 5.51%-5.1pp |
| Employer contribution / active EE | $14,620 | $2,950+395.6% | $4,608+217.3% | $2,098+596.8% |
| Participant deferral / active EE | $6,819 | $5,298+28.7% | $6,026+13.2% | $3,265+108.9% |
| Admin fee / account holder | $103 | $95+8.1% | $8,175-98.7% | $92+11.3% |