Filed January 9, 2009
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 LLC10+ years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $25,000 |
MARCUM LLP3 years Service code 99 155 S MAIN ST STE 100 · PROVIDENCE, RI 02903 | Other Fees | $19,760 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $870 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $350,659 | $107,421+226.4% | $182,262+92.4% | $94,015+273.0% |
| Participation rate | 95.3% | 77.8%+17.6pp | 84.2%+11.1pp | 70.8%+24.5pp |
| Annual return | 8.97% | 21.32%-12.4pp | 140.60%-131.6pp | 17.84%-8.9pp |
| Employer contribution / active EE | $4,338 | $3,448+25.8% | $5,046-14.0% | $2,790+55.5% |
| Participant deferral / active EE | $10,503 | $6,558+60.2% | $8,276+26.9% | $4,249+147.2% |
| Admin fee / account holder | $321 | $8,692-96.3% | $16,712-98.1% | $8,951-96.4% |