Filed August 11, 2013
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 |
|---|---|---|
STIFEL NICOLAUS & CO INC9 years Filed as: STIFEL, NICOLAUS & CO., INC. Service code 27 501 N. BROADWAY · ST. LOUIS, MO 63102 | Advisory (Plan) | $50,447 |
Service code 10 P.O. NOX 19608 · GREENSBORO, NC 27419 | Accounting | $11,000 |
COMPENSATION SYSTEMS, INC.10+ years Service code 13 300 N. GREENE ST., SUITE 295 · GREENSBORO, NC 27401 | Contract Administrator | $4,035 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RET. PLAN SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,050 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,677 | $55,437+206.1% | $155,534+9.1% | $74,459+127.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.73% | 269.58%-253.9pp | 64.92%-49.2pp | 1369.70%-1354.0pp |
| Employer contribution / active EE | $10,604 | $2,266+367.9% | $4,675+126.8% | $2,626+303.8% |
| Participant deferral / active EE | $5,498 | $2,837+93.8% | $5,630-2.3% | $4,350+26.4% |
| Admin fee / account holder | $269 | $1,742-84.6% | $15,900-98.3% | $1,945-86.2% |