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 | $437,641 |
LPL FINANCIAL9+ years Service code 28 · EIN 04-3046611 | Investment Management | $45,000 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $9,713 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,007 | $104,631-14.0% | $98,462-8.6% | $80,187+12.2% |
| Participation rate | 98.2% | 87.5%+10.6pp | 75.2%+23.0pp | 72.9%+25.2pp |
| Annual return | 19.96% | 34.72%-14.8pp | 21.20%-1.2pp | 40.40%-20.4pp |
| Employer contribution / active EE | $3,991 | $4,517-11.6% | $3,049+30.9% | $2,980+33.9% |
| Participant deferral / active EE | $5,916 | $6,545-9.6% | $4,738+24.9% | $5,016+17.9% |
| Admin fee / account holder | $93 | $105-11.5% | $8,875-99.0% | $145-36.0% |