Filed November 19, 2008 (most recent of 2 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $166,651 |
Filed as: CAPTRUSTFINANCIALPARTNERSLLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $29,964 |
EJ CALLAHAN & ASSOCIATES LLC3 years Filed as: EJ CALLAHAN Service code 10 · EIN 46-4547996 | Accounting | $12,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,216 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $78,321 | $53,204+47.2% | $155,556-49.7% | $200,096-60.9% |
| Participation rate | 63.5% | 64.1%-0.6pp | 78.2%-14.7pp | 72.0%-8.5pp |
| Annual return | 15.40% | 41.02%-25.6pp | 64.84%-49.4pp | 34.26%-18.9pp |
| Employer contribution / active EE | $946 | $1,850-48.9% | $4,675-79.8% | $3,038-68.9% |
| Participant deferral / active EE | $4,482 | $3,163+41.7% | $5,631-20.4% | $5,090-11.9% |
| Admin fee / account holder | $91 | $186-50.8% | $15,885-99.4% | $269-66.1% |