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, LLP7+ years Filed as: WEISERMAZARS LLP Service code 10 · EIN 13-1459550 | Accounting | $22,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,333 |
MERCER1 year Filed as: MERCER (US) INC. Service code 10 · EIN 13-2834414 | Accounting | $2,000 |
AMERICAN FUNDS3 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $1,439 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,968 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,522 | $104,336+30.8% | $159,495-14.4% | $86,828+57.2% |
| Participation rate | 78.5% | 77.7%+0.8pp | 82.8%-4.3pp | 72.3%+6.3pp |
| Annual return | 25.52% | 26.32%-0.8pp | 263.72%-238.2pp | 97.95%-72.4pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,831-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $15,077 | $6,837+120.5% | $7,354+105.0% | $4,132+264.9% |
| Admin fee / account holder | $46 | $172-73.1% | $10,804-99.6% | $170-72.7% |