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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: RIC MUNDORF/CAPTRUST Service code 27 4201 CONGRESS STREET SUITE 160 · CHARLOTTE, NC 28209 | Advisory (Plan) | $49,061 |
MCCREADY & KEENE INC.2 years Service code 15 · EIN 35-0500670 | Recordkeeping | $27,991 |
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOTT DAVIS LLC Service code 10 · EIN 57-0381582 | Accounting | $9,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,712 | $65,223+14.5% | $80,019-6.6% | $55,725+34.1% |
| Participation rate | 73.1% | 80.6%-7.5pp | 75.8%-2.8pp | 70.9%+2.2pp |
| Annual return | -5.41% | 7.59%-13.0pp | 11.22%-16.6pp | 244.93%-250.3pp |
| Employer contribution / active EE | $2,355 | $2,544-7.4% | $2,468-4.6% | $2,078+13.3% |
| Participant deferral / active EE | $3,249 | $3,881-16.3% | $3,686-11.8% | $3,356-3.2% |
| Admin fee / account holder | $279 | $114+144.4% | $6,521-95.7% | $115+142.3% |