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 LLC4+ years Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $69,861 |
KUTAK ROCK LLP4+ years Service code 29 · EIN 47-0597598 PO BOX 30057 · OMAHA, NE 68103 | Legal | $26,036 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $30 |
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 | $146,299 | $87,173+67.8% | $59,899+144.2% | $75,289+94.3% |
| Participation rate | 99.5% | 74.5%+25.1pp | 74.7%+24.8pp | 72.4%+27.1pp |
| Annual return | 39.63% | -2.14%+41.8pp | 3.46%+36.2pp | -0.04%+39.7pp |
| Employer contribution / active EE | $5,949 | $3,473+71.3% | $2,723+118.5% | $2,405+147.4% |
| Participant deferral / active EE | $3,292 | $3,379-2.6% | $3,403-3.2% | $3,739-11.9% |
| Admin fee / account holder | $58 | $75-22.5% | $3,592-98.4% | $102-43.4% |