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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $29,522 |
OGLETREE DEAKINS1 year Filed as: OGLETREE DEAKINS NASH SMOAK& STEWA Service code 29 · EIN 57-1044820 | Legal | $17,302 |
Service code 16 · EIN 22-3189064 | Consulting | $15,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,428 | $107,662-90.3% | $159,495-93.5% | $106,520-90.2% |
| Participation rate | 83.5% | 69.4%+14.2pp | 82.8%+0.7pp | 71.3%+12.2pp |
| Annual return | 25.33% | 22.17%+3.2pp | 263.72%-238.4pp | 19.28%+6.0pp |
| Employer contribution / active EE | $1,120 | $2,741-59.1% | $4,831-76.8% | $2,840-60.6% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $7,354-100.0% | $4,948-100.0% |
| Admin fee / account holder | $4 | $69-93.8% | $10,804-100.0% | $75-94.3% |