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 LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4201 CONGRESS STREET SUITE 160 · CHARLOTTE, NC 28209 | Advisory (Plan) | $80,778 |
MCCREADY & KEENE INC.1+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $12,183 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Investment management fees paid direc... | $7,058 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST RETIREMENT Service code 18 · EIN 51-0099033 | Account maintenance fees; Float reven... | $3,293 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,976 | $70,667+79.7% | $123,105+3.1% | $52,331+142.6% |
| Participation rate | 99.1% | 83.7%+15.4pp | 86.8%+12.3pp | 68.1%+31.0pp |
| Annual return | 1.50% | 6.23%-4.7pp | 13.22%-11.7pp | 4.54%-3.0pp |
| Employer contribution / active EE | $1,692 | $2,946-42.6% | $5,151-67.2% | $1,882-10.1% |
| Participant deferral / active EE | $3,307 | $4,493-26.4% | $6,229-46.9% | $3,022+9.4% |
| Admin fee / account holder | $393 | $506-22.4% | $9,014-95.6% | $592-33.6% |