Filed April 26, 2011 (most recent of 5 filings on file)
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 |
|---|---|---|
VERRILL DANA LLP1 year Filed as: VERRILL & DANA LLP Service code 29 · EIN 01-0176171 | Legal | $41,872 |
VALMARK ADVISERS INC6 years Filed as: VALMARK SECURITIES Service code 27 · EIN 31-1509466 | Advisory (Plan) | $33,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$151,823 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,783 | $45,000+99.5% | $143,788-37.6% | $77,906+15.2% |
| Participation rate | 97.8% | 66.8%+31.0pp | 80.3%+17.5pp | 73.7%+24.2pp |
| Annual return | -17.15% | 29.03%-46.2pp | -0.03%-17.1pp | 12.16%-29.3pp |
| Employer contribution / active EE | $4,278 | $1,870+128.8% | $4,952-13.6% | $2,846+50.3% |
| Participant deferral / active EE | $7,267 | $3,157+130.2% | $5,638+28.9% | $4,805+51.2% |
| Admin fee / account holder | -$57 | $98-157.8% | $14,675-100.4% | $133-142.9% |