Filed March 7, 1995 (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 |
|---|---|---|
MILLSTONE ADVISORY PARTNERS4 years Service code 26 103 BRADFORD VILLAGE COURT · SOUTHERN PINES, NC 28387 | Advisory (Participants) | $59,034 |
Filed as: FIRST CITIZENS BANK & TRUST Service code 26 4300 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Participants) | $34,995 |
GEORGE JOHNSON & COMPANY6+ years Filed as: GEORGE OSCHMANN Service code 26 7011 FAYETTEVILLE RD · DURHAM, NC 27713 | Advisory (Participants) | $21,075 |
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP, INC Service code 26 · EIN 23-1945930 | Advisory (Participants) | $10,500 |
QRPS, INC.5 years Filed as: QRPS, INC Service code 26 2724 DISCOVERY DRIVE · RALEIGH, NC 27616 | Advisory (Participants) | $8,913 |
HS DREHER CAPITAL MGMT1 year Service code 26 275 SE BROAD ST · SOUTHERN PINES, NC 28387 | Advisory (Participants) | $6,185 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,254 | $52,293+183.5% | $178,490-16.9% | $73,409+102.0% |
| Participation rate | 94.5% | 65.3%+29.2pp | 81.9%+12.6pp | 72.2%+22.3pp |
| Annual return | 13.30% | 34.75%-21.4pp | 151.07%-137.8pp | 59.29%-46.0pp |
| Employer contribution / active EE | $6,304 | $1,735+263.3% | $5,011+25.8% | $2,234+182.2% |
| Participant deferral / active EE | $4,225 | $2,332+81.1% | $5,202-18.8% | $3,805+11.0% |
| Admin fee / account holder | $176 | $127+38.4% | $13,984-98.7% | $158+11.6% |