Filed August 7, 2006
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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $26,976 |
KUTAK ROCK LLP1+ years Service code 29 · EIN 47-0597598 | Legal | $11,149 |
ELLIOTT DAVIS, LLC1+ years Filed as: ELLIOTT DAVIS DECOSIMO, LLC Service code 10 · EIN 57-0381582 | Accounting | $10,825 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $153 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,003 | $67,166+54.8% | $57,357+81.3% | $55,191+88.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 69.2%+30.8pp |
| Annual return | 1.79% | 4.22%-2.4pp | 24.41%-22.6pp | 10.78%-9.0pp |
| Employer contribution / active EE | $7,071 | $2,812+151.5% | $2,689+163.0% | $1,899+272.4% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,162-100.0% | $3,046-100.0% |
| Admin fee / account holder | $34 | $44-21.2% | $3,357-99.0% | $91-62.2% |