Filed June 8, 2007
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 52 · EIN 04-1590850 | Indirect Investment Fees | $254,751 |
Filed as: CHERNOFF DIAMOND Service code 13 · EIN 11-2836994 | Contract Administrator | $31,428 |
FIDUCIARY INVESTMENT ADVISORS2+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $27,472 |
COHN REZNICK LLP1 year Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $22,156 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $218 |
Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 59 · EIN 94-3106735 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,102 | $61,125+50.7% | $108,582-15.2% | $63,975+44.0% |
| Participation rate | 75.6% | 80.5%-4.9pp | 79.6%-4.0pp | 71.1%+4.5pp |
| Annual return | 17.01% | 14.06%+2.9pp | -51.70%+68.7pp | 48.65%-31.6pp |
| Employer contribution / active EE | $2,050 | $2,237-8.3% | $3,758-45.5% | $2,182-6.0% |
| Participant deferral / active EE | $5,326 | $3,574+49.0% | $4,311+23.6% | $3,356+58.7% |
| Admin fee / account holder | $286 | $72+298.0% | $7,645-96.3% | $70+306.5% |