Filed May 3, 2010 (most recent of 3 filings on file)
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 | $651,740 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $40,288 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $23,306 |
FISCHER DORWART, P.C.2 years Filed as: FISCHER CUNNANE Service code 10 · EIN 23-3060583 | Accounting | $21,646 |
USI CONSULTING GROUP2 years Filed as: FINDLEY, A DIVISION OF USI Service code 16 · EIN 06-1053228 | Consulting | $5,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $105,184 | $95,388+10.3% | $125,401-16.1% | $77,906+35.0% |
| Participation rate | 55.1% | 78.6%-23.5pp | 82.4%-27.3pp | 73.7%-18.6pp |
| Annual return | -16.40% | 116.19%-132.6pp | 572.53%-588.9pp | 12.16%-28.6pp |
| Employer contribution / active EE | $2,308 | $3,666-37.0% | $4,816-52.1% | $2,846-18.9% |
| Participant deferral / active EE | $5,442 | $7,711-29.4% | $7,448-26.9% | $4,805+13.2% |
| Admin fee / account holder | $190 | $119+59.5% | $10,008-98.1% | $133+43.0% |