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 LLC6+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4201 CONGRESS STREET SUITE 160 · CHARLOTTE, NC 28209 | Advisory (Plan) | $66,209 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $28,483 |
MCCREADY & KEENE INC.6+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $9,686 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Investment management fees paid direc... | $0 |
MATRIX TRUST COMPANY1 year 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,900 | $136,307+27.6% | $177,848-2.2% | $73,497+136.6% |
| Participation rate | 98.7% | 86.1%+12.6pp | 87.7%+11.0pp | 70.7%+28.0pp |
| Annual return | 12.07% | 18.68%-6.6pp | 48.33%-36.3pp | 28.51%-16.4pp |
| Employer contribution / active EE | $3,028 | $3,712-18.4% | $5,919-48.8% | $2,270+33.4% |
| Participant deferral / active EE | $4,836 | $5,829-17.0% | $7,714-37.3% | $3,740+29.3% |
| Admin fee / account holder | $360 | $596-39.6% | $12,431-97.1% | $513-29.8% |