Filed March 1, 2011 (most recent of 2 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $413,376 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $373,283 |
AON CONSULTING7 years Filed as: AON H EWITT Service code 16 · EIN 36-3109431 | Consulting | $115,946 |
MELTON & MELTON LLP10+ years Filed as: MELTON & MELTON Service code 10 · EIN 74-1550819 | Accounting | $25,000 |
OGLETREE DEAKINS1 year Service code 29 · EIN 57-1044820 | Legal | $13,706 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,292 | $120,321-34.9% | $147,117-46.8% | $99,313-21.2% |
| Participation rate | 92.4% | 73.4%+19.0pp | 82.2%+10.2pp | 71.7%+20.7pp |
| Annual return | 15.74% | 28.95%-13.2pp | 420.54%-404.8pp | 17.67%-1.9pp |
| Employer contribution / active EE | $2,060 | $4,158-50.5% | $4,932-58.2% | $3,264-36.9% |
| Participant deferral / active EE | $6,555 | $8,044-18.5% | $8,065-18.7% | $5,346+22.6% |
| Admin fee / account holder | $91 | $150-39.8% | $12,993-99.3% | $109-17.1% |