Filed February 20, 2009
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 49 · EIN 04-1590850 | Other Services | $288,435 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $17,000 |
Filed as: STATE STREET BANK Service code 50 · EIN 04-1590850 | Direct Payment | $6,671 |
ALGER2 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
ARTISAN PARTNERS2 years Filed as: ARTISAN Service code 52 · EIN 39-1811840 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
NATIXIS FUNDS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,609 | $77,559-63.1% | $68,793-58.4% | $75,289-62.0% |
| Participation rate | 93.6% | 78.3%+15.3pp | 72.2%+21.4pp | 72.4%+21.2pp |
| Annual return | -3.34% | -1.01%-2.3pp | -4.63%+1.3pp | -0.04%-3.3pp |
| Employer contribution / active EE | $897 | $1,993-55.0% | $2,625-65.8% | $2,405-62.7% |
| Participant deferral / active EE | $1,904 | $3,128-39.1% | $3,311-42.5% | $3,739-49.1% |
| Admin fee / account holder | $124 | $90+37.5% | $5,131-97.6% | $102+21.5% |