Filed September 8, 2009 (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 | $485,525 |
Filed as: FIDUCIARY PLAN CONSULTANTS LLC HIGH Service code 27 921 E FORT AVE STE 230 · BALTIMORE, MD 21230 | Advisory (Plan) | $170,121 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 | Recordkeeping Fees | $4,916 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,995 | $45,000+33.3% | $143,801-58.3% | $77,906-23.0% |
| Participation rate | 91.1% | 66.8%+24.3pp | 80.3%+10.8pp | 73.7%+17.4pp |
| Annual return | -13.72% | 29.03%-42.7pp | -0.04%-13.7pp | 12.16%-25.9pp |
| Employer contribution / active EE | $1,952 | $1,870+4.4% | $4,952-60.6% | $2,846-31.4% |
| Participant deferral / active EE | $3,954 | $3,157+25.3% | $5,639-29.9% | $4,805-17.7% |
| Admin fee / account holder | $163 | $98+66.1% | $14,680-98.9% | $133+23.3% |