Filed November 26, 2008
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 |
|---|---|---|
JULIAN OSORIO1 year Service code 28 · EIN 13-1988190 | Investment Management | $64,220 |
FARRAH DORSINVILLE1 year Service code 28 · EIN 13-1988190 | Investment Management | $57,665 |
CAMMACK LARHETTE ADVISORS2 years Service code 28 · EIN 20-4668732 | Investment Management | $55,250 |
GRANT THORNTON LLP3+ years Service code 10 · EIN 36-6055558 | Accounting | $32,600 |
Filed as: STEVEN VAN LENTEN Service code 28 · EIN 13-1988190 | Investment Management | $32,276 |
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,218 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,512 | $98,180-48.6% | $63,018-19.8% | $177,276-71.5% |
| Participation rate | 90.9% | 75.3%+15.5pp | 74.8%+16.1pp | 74.8%+16.0pp |
| Annual return | 13.42% | 16.81%-3.4pp | 87.63%-74.2pp | 21.25%-7.8pp |
| Employer contribution / active EE | $1,289 | $3,885-66.8% | $2,761-53.3% | $2,479-48.0% |
| Participant deferral / active EE | $133 | $3,805-96.5% | $3,330-96.0% | $3,881-96.6% |
| Admin fee / account holder | $27 | $31-13.3% | $3,601-99.2% | $154-82.5% |