Filed June 12, 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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH3+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $155,803 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 35-1307701 210 S. MICHIGAN STREET · SOUTH BEND, IN 46601 | Advisory (Plan) | $42,014 |
Filed as: KRUGGEL, LAWTON & COMPANY LLC Service code 10 · EIN 13-5381590 | Accounting | $10,466 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$92,714 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $141,531 | $82,163+72.3% | $125,381+12.9% | $64,819+118.3% |
| Participation rate | 96.5% | 77.9%+18.6pp | 82.4%+14.1pp | 71.5%+25.0pp |
| Annual return | -18.15% | 3.49%-21.6pp | 572.31%-590.5pp | 32.84%-51.0pp |
| Employer contribution / active EE | $5,250 | $3,616+45.2% | $4,815+9.0% | $2,507+109.4% |
| Participant deferral / active EE | $10,992 | $7,175+53.2% | $7,448+47.6% | $4,311+155.0% |
| Admin fee / account holder | $94 | $163-42.2% | $10,007-99.1% | $188-49.8% |