Filed March 28, 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 |
|---|---|---|
Filed as: PORTFOLIO EVALUATIONS, INC Service code 27 · EIN 22-3189064 | Advisory (Plan) | $30,000 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $15,000 |
OGLETREE DEAKINS1 year Filed as: OGLETREE, DEAKINS, NASH, SMOAK, Service code 16 · EIN 57-1044820 | Consulting | $10,540 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$73,978 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,120 | $47,540-24.0% | $79,591-54.6% | $89,433-59.6% |
| Participation rate | 83.9% | 54.9%+29.0pp | 69.5%+14.4pp | 71.3%+12.6pp |
| Annual return | -17.62% | -8.05%-9.6pp | 0.18%-17.8pp | -11.88%-5.7pp |
| Employer contribution / active EE | $1,699 | $1,122+51.4% | $2,413-29.6% | $3,021-43.8% |
| Participant deferral / active EE | $2,669 | $1,961+36.1% | $3,986-33.0% | $5,125-47.9% |
| Admin fee / account holder | $16 | $59-73.2% | $6,815-99.8% | $79-80.3% |