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 LLC3+ years Service code 27 · EIN 26-0058143 4208 SIX FORKS RD 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $29,742 |
KUTAK ROCK LLP3+ years Service code 29 · EIN 47-0597598 PO BOX 30057 · OMAHA, NE 68103 | Legal | $12,517 |
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOTT DAVIS, LLC/PLLC Service code 10 · EIN 57-0381582 PO BOX 6286 · GREENVILLE, SC 29606 | Accounting | $10,875 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $54 |
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 | $126,372 | $74,552+69.5% | $63,018+100.5% | $69,634+81.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 14.71% | 15.77%-1.1pp | 87.63%-72.9pp | 27572.26%-27557.5pp |
| Employer contribution / active EE | $7,491 | $2,929+155.8% | $2,761+171.4% | $2,032+268.6% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,330-100.0% | $3,224-100.0% |
| Admin fee / account holder | $38 | $59-36.2% | $3,601-98.9% | $110-65.7% |