Filed May 29, 2008 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $314,571 |
RUBINBROWN LLP7 years Filed as: RUBINBROWN LLC Service code 10 · EIN 43-0765316 | Accounting | $13,760 |
JACKSON LEWIS P.C.6 years Filed as: JACKSON LEWIS P C Service code 29 · EIN 46-3862389 | Legal | $8,134 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,529 | $106,087+30.6% | $86,677+59.8% | $78,044+77.5% |
| Participation rate | 76.7% | 89.6%-12.9pp | 76.6%+0.1pp | 74.4%+2.2pp |
| Annual return | -20.90% | -14.87%-6.0pp | 35.91%-56.8pp | 10.87%-31.8pp |
| Employer contribution / active EE | $3,794 | $4,110-7.7% | $2,836+33.8% | $3,125+21.4% |
| Participant deferral / active EE | $8,368 | $6,851+22.1% | $4,656+79.7% | $5,084+64.6% |
| Admin fee / account holder | $198 | $81+143.7% | $7,493-97.4% | $79+150.8% |