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, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $34,211 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,079 |
THE HAVERFORD TRUST COMPANY2 years Service code 16 · EIN 23-2329854 | Consulting | $14,411 |
Filed as: FIDELITY INV.INST. OPER. CO, LLC Service code 37 · EIN 04-2647786 | Loan Processing | -$44,380 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,826 | $106,264+148.3% | $147,117+79.3% | $77,762+239.3% |
| Participation rate | 81.6% | 78.4%+3.1pp | 82.2%-0.6pp | 70.6%+11.0pp |
| Annual return | 44.58% | 56.94%-12.4pp | 420.54%-376.0pp | 31.27%+13.3pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $15,242 | $8,003+90.4% | $8,065+89.0% | $4,651+227.7% |
| Admin fee / account holder | $63 | $334-81.1% | $12,993-99.5% | $433-85.4% |