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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $171,451 |
CAPFINANCIAL PARTNERS LLC7+ years Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $67,045 |
KUTAK ROCK LLP7+ years Service code 29 · EIN 47-0597598 PO BOX 30057 · OMAHA, NE 68103 | Legal | $11,247 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT LLC Service code 10 · EIN 56-0574444 200 S 10TH STREET · RICHMOND, VA 232194064 | Accounting | $10,295 |
NIXON PEABODY LLP1 year Service code 10 · EIN 16-0764720 1300 CLINTON SQUARE · ROCHESTER, NY 146041707 | Accounting | $9,208 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
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 | $203,259 | $120,057+69.3% | $75,728+168.4% | $93,010+118.5% |
| Participation rate | 94.9% | 77.3%+17.6pp | 74.8%+20.1pp | 73.9%+21.0pp |
| Annual return | 12.72% | 19.62%-6.9pp | 104.66%-91.9pp | 158.70%-146.0pp |
| Employer contribution / active EE | $5,209 | $3,253+60.1% | $2,743+89.9% | $2,705+92.5% |
| Participant deferral / active EE | $4,155 | $4,089+1.6% | $3,820+8.8% | $4,561-8.9% |
| Admin fee / account holder | $163 | $81+99.6% | $3,620-95.5% | $152+7.2% |