Filed May 6, 2011 (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.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6+ years Service code 17 · EIN 26-0058143 | Pension Consulting | $102,918 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,865 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $35,000 |
LOCKE LORD LLP1 year Filed as: LOCKE LORD Service code 28 · EIN 74-1164324 | Investment Management | $24,293 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $703 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $35 |
Filed as: FIDELITY INV INS OPERATIONS CO INC. Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $328,433 | $105,581+211.1% | $70,492+365.9% | $90,274+263.8% |
| Participation rate | 64.6% | 77.5%-12.9pp | 75.1%-10.4pp | 73.4%-8.7pp |
| Annual return | 12.29% | 14.78%-2.5pp | 109.16%-96.9pp | 53.97%-41.7pp |
| Employer contribution / active EE | $4,044 | $3,304+22.4% | $2,738+47.7% | $2,523+60.2% |
| Participant deferral / active EE | $4,830 | $3,813+26.7% | $3,711+30.2% | $4,231+14.2% |
| Admin fee / account holder | $48 | $68-28.5% | $3,848-98.7% | $114-57.7% |