Filed February 7, 2008
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 |
|---|---|---|
ANGELES INVESTMENT ADVISORS, LLC9+ years Service code 28 429 SANTA MONICA BLVD. · SANTA MONICA, CA 904013424 | Investment Management | $487,715 |
AON CONSULTING9+ years Service code 11 · EIN 22-2232264 | Actuarial | $251,324 |
THE BRYN MAWR TRUST COMPANY9+ years Filed as: BRYN MAWR TRUST Service code 21 · EIN 23-0441580 | Bank Trustee | $243,750 |
BANCFIRST1 year Filed as: BANCFIRST CORP Service code 49 100 NORTH BROADWAY AVE · OKLAHOMA CITY, OK 731028401 | Other Services | $220,400 |
Filed as: B&R CONSTRUCTION SERVICES Service code 49 502 MCCORMICK DRIVE SUITE M · GLENN BURNIE, MD 21061 | Other Services | $166,234 |
Filed as: CK CONSTRUCTION & SERVICES CORP. Service code 49 619 NORTH 2000 WEST · OGDEN, UT 84404 | Other Services | $144,520 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO Service code 28 · EIN 04-2691242 | Investment Management | $79,538 |
CBIZ RETIREMENT PLAN SERVICES9+ years Filed as: CBIZ Service code 10 · EIN 31-1582098 | Accounting | $74,521 |
ELITE ADMINISTRATION1 year Filed as: ELITE COMMERCIAL ROOFING Service code 49 4196 FARM ROAD · WEST JORDAN, UT 84088 | Other Services | $72,250 |
KPMG LLP4 years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $58,142 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $182,032-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 0.0%0pp |
| Annual return | 11.37% | 33.11%-21.7pp | 7.69%+3.7pp | 33.11%-21.7pp |
| Employer contribution / active EE | $2,938 | $9,000-67.4% | $28,501-89.7% | $9,000-67.4% |
| Participant deferral / active EE | $0 | $680-100.0% | $49-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $51,246-100.0% | - |