Filed June 22, 2010
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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $90,042 |
COMPASS 360, LLC1 year Filed as: COMPASS FINANCIAL PARTNERS Service code 99 701 GREEN VALLEY ROAD · GREENSBORO, NC 27408 | Other Fees | $19,470 |
SMITH & HOWARD, PC1 year Filed as: SMITH & LEONARD ACCOUNTANTS Service code 99 4035 PREMIER DRIVE SUITE 300 · HIGHT POINT, NC 27265 | Other Fees | $10,000 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,048 |
Filed as: RETIREMENT PLAN ADVISOR SEARCH, LLC Service code 99 1589 SKEET CLUB ROAD, SUITE 102-125 · HIGHT POINT, NC 27265 | Other Fees | $6,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,538 | $40,984-45.0% | $90,970-75.2% | $93,223-75.8% |
| Participation rate | 25.8% | 59.7%-33.9pp | 69.0%-43.2pp | 74.9%-49.1pp |
| Annual return | 19.21% | 17.56%+1.7pp | 134.58%-115.4pp | 19.29%-0.1pp |
| Employer contribution / active EE | $202 | $840-75.9% | $2,122-90.5% | $2,680-92.5% |
| Participant deferral / active EE | $678 | $1,856-63.5% | $3,373-79.9% | $4,563-85.1% |
| Admin fee / account holder | $52 | $75-30.6% | $5,960-99.1% | $79-34.2% |