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 LLC9+ years Service code 27 · EIN 13-2624428 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $25,000 |
MARCUM LLP2 years Service code 99 · EIN 13-2624428 155 S MAIN ST STE 100 · PROVIDENCE, RI 02903 | Other Fees | $17,290 |
JPMORGAN INVEST HOLDINGS LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $855 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $332,272 | $102,385+224.5% | $147,080+125.9% | $80,935+310.5% |
| Participation rate | 91.8% | 75.9%+15.9pp | 82.2%+9.6pp | 67.7%+24.1pp |
| Annual return | 19.67% | 135.09%-115.4pp | 420.17%-400.5pp | 35.66%-16.0pp |
| Employer contribution / active EE | $4,271 | $3,717+14.9% | $4,933-13.4% | $2,757+54.9% |
| Participant deferral / active EE | $10,598 | $6,651+59.3% | $8,066+31.4% | $4,299+146.5% |
| Admin fee / account holder | $292 | $7,951-96.3% | $12,989-97.8% | $6,924-95.8% |