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 |
|---|---|---|
CAMMACK LARHETTE ADVISORS4 years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $39,000 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 36-6055558 | Accounting | $30,250 |
JULIAN OSORIO1 year Filed as: JULIAN ORSIO Service code 14 · EIN 13-1988190 | Plan Administrator | $29,872 |
FARRAH DORSINVILLE3 years Service code 14 · EIN 13-1988190 | Plan Administrator | $26,033 |
NIXON PEABODY LLP2 years Service code 29 · EIN 16-0764720 | Legal | $8,941 |
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,051 |
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 | $53,290 | $109,303-51.2% | $69,480-23.3% | $82,204-35.2% |
| Participation rate | 90.4% | 74.9%+15.5pp | 74.6%+15.8pp | 73.4%+17.0pp |
| Annual return | 15.74% | 20.08%-4.3pp | 28.99%-13.2pp | 26.31%-10.6pp |
| Employer contribution / active EE | $1,448 | $5,149-71.9% | $2,780-47.9% | $2,707-46.5% |
| Participant deferral / active EE | $113 | $4,210-97.3% | $3,537-96.8% | $4,246-97.3% |
| Admin fee / account holder | $14 | $29-51.2% | $3,840-99.6% | $76-81.2% |