Filed March 31, 2011 (most recent of 5 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 12 · EIN 13-3689044 | Direct payment from the plan; Finders... | $1,008,562 |
NEPC, LLC1 year Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $41,576 |
Filed as: EVERSHEDS SUTHERLAND Service code 29 · EIN 58-0619407 | Legal | $21,384 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $5,280 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $102,099 | $106,273-3.9% | $81,726+24.9% | $106,273-3.9% |
| Participation rate | 95.2% | 70.8%+24.4pp | 72.0%+23.2pp | 70.8%+24.4pp |
| Annual return | 46.73% | 21.70%+25.0pp | 29.49%+17.2pp | 21.70%+25.0pp |
| Employer contribution / active EE | $4,337 | $2,722+59.3% | $4,311+0.6% | $2,722+59.3% |
| Participant deferral / active EE | $5,417 | $4,601+17.7% | $7,108-23.8% | $4,601+17.7% |
| Admin fee / account holder | $57 | $78-27.8% | $5,160-98.9% | $78-27.8% |