Filed January 1, 2012 (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.
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $832,609 |
SEYFARTH SHAW LLP4+ years Service code 29 · EIN 36-2152202 | Legal | $188,676 |
Filed as: METROPOLITAN LIFE INSURANCE Service code 13 · EIN 13-5581829 | Contract Administrator | $57,490 |
PKF O'CONNOR DAVIES, LLP3 years Service code 10 · EIN 27-1728945 | Accounting | $41,800 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 10 · EIN 42-0127290 | Accounting | $3,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $105,986 | $46,969+125.6% | $154,110-31.2% | $73,367+44.5% |
| Participation rate | 78.8% | 72.4%+6.4pp | 83.0%-4.3pp | 69.5%+9.3pp |
| Annual return | -4.60% | 821.68%-826.3pp | 735.22%-739.8pp | 173.45%-178.0pp |
| Employer contribution / active EE | $2,784 | $1,723+61.6% | $5,298-47.4% | $2,499+11.4% |
| Participant deferral / active EE | $7,011 | $3,162+121.7% | $5,081+38.0% | $4,033+73.9% |
| Admin fee / account holder | $54 | $47+15.8% | $13,412-99.6% | $68-21.1% |