Filed February 25, 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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $3,601 |
Filed as: FIRST PARTY ADMINISTRATORS Service code 13 · EIN 46-2023154 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Contract Administrator | $1,107 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $742 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 84-1308320 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,776 | $47,977-62.9% | $154,111-88.5% | $56,287-68.4% |
| Participation rate | 56.1% | 66.2%-10.1pp | 83.0%-27.0pp | 69.9%-13.8pp |
| Annual return | -3.76% | 3.54%-7.3pp | 735.18%-738.9pp | -9.96%+6.2pp |
| Employer contribution / active EE | $311 | $2,169-85.6% | $5,298-94.1% | $2,111-85.3% |
| Participant deferral / active EE | $590 | $2,392-75.3% | $5,081-88.4% | $3,350-82.4% |
| Admin fee / account holder | $11 | $438-97.4% | $13,411-99.9% | $521-97.8% |