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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,003 |
TRAYNOR CAPITAL MANAGEMENT6 years Service code 16 · EIN 26-2115437 | Consulting | $28,376 |
FORVIS, LLP7+ years Filed as: WEISERMAZARS LLP Service code 10 · EIN 13-1459550 | Accounting | $28,000 |
THE HAVERFORD TRUST COMPANY7+ years Service code 26 · EIN 23-2329854 | Advisory (Participants) | $14,951 |
FISHER INVESTMENTS4 years Service code 16 · EIN 20-2480800 | Consulting | $14,397 |
MERCER1 year Filed as: MERCER (US) INC. Service code 10 · EIN 13-2834414 | Accounting | $14,000 |
AMERICAN FUNDS7+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $12,859 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$205,387 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $509,323 | $104,336+388.2% | $159,495+219.3% | $86,828+486.6% |
| Participation rate | 88.7% | 77.7%+11.0pp | 82.8%+5.9pp | 72.3%+16.4pp |
| Annual return | 13.88% | 26.32%-12.4pp | 263.72%-249.8pp | 97.95%-84.1pp |
| Employer contribution / active EE | $27,619 | $3,451+700.3% | $4,831+471.7% | $2,406+1047.8% |
| Participant deferral / active EE | $4,282 | $6,837-37.4% | $7,354-41.8% | $4,132+3.6% |
| Admin fee / account holder | -$37 | $172-121.3% | $10,804-100.3% | $170-121.6% |