Filed August 26, 1996
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: RIC MUNDORF/CAPTRUST Service code 27 4201 CONGRESS STREET SUITE 160 · CHARLOTTE, NC 28209 | Advisory (Plan) | $57,123 |
MCCREADY & KEENE INC.1 year Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $33,065 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Direct payment from the plan; Trustee... | $9,521 |
WEBSTER ROGERS1 year Filed as: WEBSTER ROGERS LLP Service code 10 · EIN 57-0776381 | Accounting | $7,050 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,916 | $74,024+5.3% | $78,002-0.1% | $57,658+35.1% |
| Participation rate | 89.9% | 79.7%+10.2pp | 75.5%+14.4pp | 70.2%+19.7pp |
| Annual return | 7.99% | 12.14%-4.2pp | 425.99%-418.0pp | 5.13%+2.9pp |
| Employer contribution / active EE | $2,751 | $2,365+16.3% | $2,470+11.4% | $1,974+39.4% |
| Participant deferral / active EE | $3,320 | $3,533-6.0% | $3,497-5.1% | $3,061+8.5% |
| Admin fee / account holder | $339 | $93+263.6% | $5,481-93.8% | $95+258.5% |