Filed June 8, 2009 (most recent of 4 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 | $363,363 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $203,908 |
COOK STREET CONSULTING2+ years Service code 16 · EIN 84-0854432 | Consulting | $108,150 |
CROWE LLP2+ years Service code 10 · EIN 35-0921680 | Accounting | $37,140 |
POYNER & SPRUILL LLP1 year Filed as: POYNER SPRUILL LLP Service code 29 · EIN 56-1493995 | Legal | $24,991 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $129,525 | $86,338+50.0% | $91,994+40.8% | $77,775+66.5% |
| Participation rate | 98.3% | 82.9%+15.4pp | 78.6%+19.7pp | 73.2%+25.1pp |
| Annual return | 21.67% | 29.65%-8.0pp | 69.04%-47.4pp | 32.58%-10.9pp |
| Employer contribution / active EE | $3,913 | $2,988+31.0% | $3,453+13.3% | $2,504+56.3% |
| Participant deferral / active EE | $7,280 | $6,908+5.4% | $5,924+22.9% | $3,966+83.6% |
| Admin fee / account holder | $104 | $79+31.6% | $7,744-98.7% | $100+4.3% |