Filed August 15, 2018 (most recent of 2 filings on file)
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 |
|---|---|---|
AON CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $100,608 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 27 4208 SIX FORKS RD #1700 · RALEIGH, NC 27609 | Advisory (Plan) | $100,000 |
NORTHERN TRUST COMPANY8+ years Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-1561860 | Directed Trustee | $76,206 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $30,000 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $14,526 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -12.28% | -6.02%-6.3pp | -3.21%-9.1pp | 23.41%-35.7pp |
| Employer contribution / active EE | $12,610 | $11,241+12.2% | $46,051-72.6% | $12,650-0.3% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |