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 |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $184,829 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 16 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Consulting | $35,014 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKHART LLP Service code 10 200 SOUTH 10TH STREET · RICHMOND, VA 23261 | Accounting | $18,750 |
SMITH ANDERSON BLOUNT1 year Filed as: SMITH ANDERSON LLP Service code 29 150 FAYETTEVILLE STREET · RALEIGH, NC 27601 | Legal | $9,249 |
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 | $230,414 | $101,523+127.0% | $141,200+63.2% | $77,775+196.3% |
| Participation rate | 98.0% | 77.4%+20.7pp | 82.5%+15.5pp | 73.2%+24.8pp |
| Annual return | 22.48% | 56.22%-33.7pp | 71.41%-48.9pp | 32.58%-10.1pp |
| Employer contribution / active EE | $16,354 | $3,341+389.5% | $4,736+245.3% | $2,504+553.1% |
| Participant deferral / active EE | $7,931 | $6,434+23.3% | $6,710+18.2% | $3,966+100.0% |
| Admin fee / account holder | $50 | $92-45.4% | $10,265-99.5% | $100-50.1% |