Filed February 23, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PWC Service code 11 · EIN 13-4008324 ONE NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $124,260 |
CAPFINANCIAL PARTNERS LLC7+ years Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $113,533 |
PBMARES, LLP2 years Filed as: PBMARES Service code 10 · EIN 54-0737372 3120 WELLONS BLVD · NEW BORN, NC 28562 | Accounting | $20,291 |
MATRIX TRUST COMPANY5 years Filed as: BROADRIDGE MATRIX TRUST COMPANY Service code 21 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Bank Trustee | $14,973 |
Service code 18 · EIN 04-2647786 430 W 7TH STREET · KANSAS CITY, MA 64105 | Custodial (other than securities) | $6,000 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $267,477-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -14.26% | -10.37%-3.9pp | -38.86%+24.6pp | 2.77%-17.0pp |
| Employer contribution / active EE | $39,155 | $8,700+350.1% | $37,752+3.7% | $15,262+156.6% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |