Filed January 13, 2006 (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 |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $61,343 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS RET PLAN ADVRS LLC Service code 27 335 MADISON AVE · NEW YORK, NY 10017 | Advisory (Plan) | $24,638 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 99 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Fees | $7,042 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,221 | $183,519-63.9% | $155,509-57.4% | $145,922-54.6% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 9.56% | 61.17%-51.6pp | 64.67%-55.1pp | 561.29%-551.7pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $6,462-100.0% | $5,626-100.0% | $6,688-100.0% |
| Admin fee / account holder | $376 | $19,313-98.1% | $15,912-97.6% | $13,397-97.2% |