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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $618,583 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $280,730 |
AON CONSULTING7+ years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $131,458 |
MELTON & MELTON LLP7+ years Filed as: MELTON & MELTON Service code 10 · EIN 74-1550819 | Accounting | $21,054 |
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 | $75,376 | $114,842-34.4% | $159,495-52.7% | $101,555-25.8% |
| Participation rate | 90.1% | 71.6%+18.4pp | 82.8%+7.2pp | 74.5%+15.5pp |
| Annual return | 17.03% | 22.90%-5.9pp | 263.72%-246.7pp | 21.00%-4.0pp |
| Employer contribution / active EE | $1,808 | $3,203-43.5% | $4,831-62.6% | $2,972-39.2% |
| Participant deferral / active EE | $5,763 | $6,336-9.0% | $7,354-21.6% | $4,874+18.2% |
| Admin fee / account holder | $106 | $80+31.9% | $10,804-99.0% | $139-24.0% |