Filed May 15, 2013
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $316,336 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $15,750 |
LPL FINANCIAL5+ years Service code 28 · EIN 95-2834236 | Investment Management | $9,100 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,026 | $96,403-22.2% | $93,621-19.9% | $77,775-3.5% |
| Participation rate | 99.0% | 87.6%+11.4pp | 75.8%+23.2pp | 73.2%+25.8pp |
| Annual return | 24.59% | 39.36%-14.8pp | 32.76%-8.2pp | 32.58%-8.0pp |
| Employer contribution / active EE | $3,728 | $3,616+3.1% | $2,719+37.1% | $2,504+48.9% |
| Participant deferral / active EE | $4,654 | $5,341-12.9% | $4,070+14.4% | $3,966+17.4% |
| Admin fee / account holder | $69 | $90-22.9% | $7,890-99.1% | $100-31.1% |