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.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS Service code 16 P.O. BOX 60071 · RALEIGH, NC 27675 | Consulting | $288,321 |
CHERRY BEKAERT LLP1 year Service code 10 3400 CROASDAILE DRIVE · DURHAM, NC 27705 | Accounting | $16,800 |
SMITH & HOWARD, PC1 year Filed as: SMITH ANDERSON BLOUNT DORSETT MITCH Service code 29 WELLS FARGO CAPITOL CENTER · RALEIGH, NC 27601 | Legal | $11,117 |
AON CONSULTING1 year Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $8,250 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,030 |
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 | $207,236 | $85,635+142.0% | $123,894+67.3% | $63,975+223.9% |
| Participation rate | 98.5% | 74.9%+23.6pp | 81.4%+17.1pp | 71.1%+27.4pp |
| Annual return | 8.86% | 15.74%-6.9pp | 47.52%-38.7pp | 48.65%-39.8pp |
| Employer contribution / active EE | $15,758 | $3,076+412.2% | $4,617+241.3% | $2,182+622.3% |
| Participant deferral / active EE | $7,049 | $5,667+24.4% | $5,984+17.8% | $3,356+110.0% |
| Admin fee / account holder | $94 | $75+25.2% | $8,357-98.9% | $70+33.2% |