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 PARTNERS6 years Service code 26 103 BRADFORD VILLAGE COURT · SOUTHERN PINES, NC 28387 | Advisory (Participants) | $67,929 |
Filed as: FIRST CITIZENS BANK & TRUST Service code 26 4300 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Participants) | $38,000 |
GEORGE JOHNSON & COMPANY8+ years Filed as: GEORGE OSCHMANN Service code 26 7011 FAYETTEVILLE RD · DURHAM, NC 27713 | Advisory (Participants) | $25,156 |
THE VANGUARD GROUP, INC.7 years Filed as: THE VANGUARD GROUP, INC Service code 26 · EIN 23-1945930 | Advisory (Participants) | $15,735 |
Filed as: STEPHEN LINDON THOMAS Service code 26 516 N TRYON ST · CHARLOTTE, NC 28202 | Advisory (Participants) | $14,406 |
Filed as: PETER SARGENT Service code 26 4140 PARKLAKE AVE · RALEIGH, NC 27612 | Advisory (Participants) | $12,793 |
QRPS, INC.7 years Filed as: QRPS, INC Service code 26 2724 DISCOVERY DRIVE · RALEIGH, NC 27616 | Advisory (Participants) | $12,175 |
HS DREHER CAPITAL MGMT3 years Service code 26 275 SE BROAD ST · SOUTHERN PINES, NC 28387 | Advisory (Participants) | $7,388 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,081 | $46,292+146.4% | $143,757-20.6% | $64,808+76.0% |
| Participation rate | 97.6% | 64.2%+33.4pp | 80.3%+17.3pp | 71.5%+26.2pp |
| Annual return | -14.74% | -10.05%-4.7pp | -0.04%-14.7pp | 32.82%-47.6pp |
| Employer contribution / active EE | $6,438 | $1,910+237.1% | $4,951+30.0% | $2,506+156.9% |
| Participant deferral / active EE | $4,831 | $2,646+82.6% | $5,637-14.3% | $4,310+12.1% |
| Admin fee / account holder | $184 | $154+20.0% | $14,673-98.7% | $188-1.8% |