Filed October 18, 2004
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 |
|---|---|---|
USI CONSULTING GROUP1 year Service code 11 · EIN 13-4032401 | Actuarial | $132,225 |
BDO USA, LLP3 years Filed as: BDO USA, PC Service code 10 · EIN 13-5381590 | Accounting | $24,726 |
Filed as: CHARLES SCHWAB Service code 21 · EIN 94-1737782 | Bank Trustee | $23,658 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST ACTUARIAL SERVICES, LLC Service code 11 · EIN 47-4009638 | Actuarial | $16,113 |
ADP BROKER-DEALER10+ years Filed as: ADP Service code 15 · EIN 22-1467904 | Recordkeeping | $6,782 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $256,363-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 34.2%-34.2pp | 2.7%-2.7pp |
| Annual return | 6.79% | 8.35%-1.6pp | 5.46%+1.3pp | 8.35%-1.6pp |
| Employer contribution / active EE | $6,072 | $17,935-66.1% | $28,604-78.8% | $17,935-66.1% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $20-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $6,551-100.0% | $200-100.0% |