Filed August 27, 2007
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 LLC5 years Filed as: CAPTRUST FIANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $38,110 |
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $20,098 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 15 · EIN 82-3967259 | Recordkeeping | $7,397 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,036 | $45,123+90.7% | $85,240+0.9% | $74,478+15.5% |
| Participation rate | 92.4% | 49.4%+43.0pp | 67.5%+24.8pp | 67.2%+25.2pp |
| Annual return | 12.14% | 26.32%-14.2pp | 66.75%-54.6pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $1,972 | $1,459+35.2% | $2,735-27.9% | $2,626-24.9% |
| Participant deferral / active EE | $5,741 | $2,736+109.8% | $4,527+26.8% | $4,350+32.0% |
| Admin fee / account holder | $434 | $2,215-80.4% | $6,165-93.0% | $1,946-77.7% |