Filed August 29, 2006
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 Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4201 CONGRESS STREET SUITE 160 · CHARLOTTE, NC 28209 | Advisory (Plan) | $66,238 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $45,032 |
MATRIX TRUST COMPANY7 years Service code 18 · EIN 75-3182674 | Finders' fees / placement fees; Sub-t... | $0 |
MATRIX TRUST COMPANY5 years Filed as: MSCS FINANCIAL SERVICES Service code 50 | Direct Payment | $0 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,875 | $122,063+47.4% | $184,256-2.4% | $74,478+141.5% |
| Participation rate | 97.8% | 85.5%+12.3pp | 86.8%+11.0pp | 67.2%+30.6pp |
| Annual return | 11.02% | 19.92%-8.9pp | 28.85%-17.8pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $3,500 | $4,539-22.9% | $6,427-45.5% | $2,626+33.3% |
| Participant deferral / active EE | $5,722 | $7,144-19.9% | $9,133-37.3% | $4,350+31.5% |
| Admin fee / account holder | $375 | $1,253-70.1% | $13,899-97.3% | $1,946-80.7% |