Filed October 18, 2004
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 |
|---|---|---|
Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $20,000 |
MCGUIRE WOODS1 year Service code 29 · EIN 54-0505857 800 EAST CANAL ST · RICHMOND, VA 232193956 | Legal | $9,624 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $6,752 |
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 | $111,468 | $51,620+115.9% | $90,281+23.5% | $65,185+71.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 23.10% | 24.94%-1.8pp | 78.10%-55.0pp | 29.38%-6.3pp |
| Employer contribution / active EE | $8,622 | $2,235+285.9% | $2,854+202.1% | $2,177+296.1% |
| Participant deferral / active EE | $6,036 | $2,871+110.3% | $3,885+55.3% | $3,514+71.8% |
| Admin fee / account holder | $228 | $384-40.7% | $5,351-95.7% | $847-73.1% |