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 | $290,118 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $196,314 |
COOK STREET CONSULTING5+ years Service code 16 · EIN 84-0854432 | Consulting | $111,394 |
CROWE LLP5+ years Service code 10 · EIN 35-0921680 | Accounting | $41,946 |
POYNER & SPRUILL LLP5+ years Filed as: POYNER SPRUILL LLC Service code 29 · EIN 56-1493995 | Legal | $6,620 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,488 | $140,190-1.2% | $115,756+19.6% | $77,906+77.8% |
| Participation rate | 97.1% | 81.0%+16.1pp | 77.1%+20.0pp | 73.7%+23.4pp |
| Annual return | -17.32% | -13.46%-3.9pp | 143.14%-160.5pp | 12.16%-29.5pp |
| Employer contribution / active EE | $4,635 | $3,169+46.3% | $3,793+22.2% | $2,846+62.8% |
| Participant deferral / active EE | $8,825 | $5,401+63.4% | $6,254+41.1% | $4,805+83.6% |
| Admin fee / account holder | $123 | $138-11.2% | $8,124-98.5% | $133-7.3% |