Filed September 20, 2011
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 |
|---|---|---|
FORVIS, LLP5+ years Filed as: WEISERMAZARS LLP Service code 10 · EIN 13-1459550 | Accounting | $41,339 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,156 |
AMERICAN FUNDS5+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $39,547 |
THE HAVERFORD TRUST COMPANY5+ years Service code 26 · EIN 23-2329854 | Advisory (Participants) | $36,292 |
TRAYNOR CAPITAL MANAGEMENT4 years Service code 16 · EIN 26-2115437 | Consulting | $17,348 |
FISHER INVESTMENTS2 years Service code 16 · EIN 20-2480800 | Consulting | $13,552 |
Service code 10 · EIN 22-2769024 | Accounting | $12,514 |
Filed as: CBIZ SAVITZ Service code 16 · EIN 31-1582098 | Consulting | $4,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$216,674 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $409,603 | $88,122+364.8% | $141,200+190.1% | $67,584+506.1% |
| Participation rate | 90.9% | 76.5%+14.4pp | 82.5%+8.4pp | 71.3%+19.6pp |
| Annual return | 21.93% | 75.40%-53.5pp | 71.41%-49.5pp | 378.59%-356.7pp |
| Employer contribution / active EE | $27,018 | $3,224+737.9% | $4,736+470.4% | $2,148+1157.9% |
| Participant deferral / active EE | $3,818 | $5,958-35.9% | $6,710-43.1% | $3,540+7.9% |
| Admin fee / account holder | $14 | $131-89.3% | $10,265-99.9% | $142-90.1% |