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 LLC8+ years Service code 27 · EIN 13-2624428 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $25,000 |
MARCUM LLP1 year Service code 99 · EIN 13-2624428 155 S MAIN ST STE 100 · PROVIDENCE, RI 02903 | Other Fees | $8,175 |
ERIC J. FERNANDEZ & CO.2 years Filed as: ERIC COHEN & ASSOCIATES PC DBA TIA Service code 99 · EIN 13-2624428 | Other Fees | $8,000 |
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,470 |
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 | $287,810 | $93,617+207.4% | $135,982+111.7% | $75,177+282.8% |
| Participation rate | 95.4% | 75.2%+20.2pp | 81.9%+13.5pp | 67.2%+28.2pp |
| Annual return | 0.67% | 30.89%-30.2pp | 68.32%-67.7pp | 160.75%-160.1pp |
| Employer contribution / active EE | $5,503 | $3,538+55.5% | $4,859+13.3% | $2,671+106.0% |
| Participant deferral / active EE | $9,219 | $6,406+43.9% | $7,760+18.8% | $4,126+123.4% |
| Admin fee / account holder | $300 | $6,980-95.7% | $10,767-97.2% | $5,651-94.7% |