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 FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $2,559 |
Service code 13 · EIN 27-0293282 P.O. BOX 601070 · JACKSONVILLE, FL 32260 | Contract Administrator | $1,178 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $600 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: FIRST PARTY ADMINISTRATORS Service code 13 · EIN 84-1308320 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Contract Administrator | $0 |
FRANKLIN TEMPLETON3 years Service code 52 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-1308320 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MY BENEFITS, LLC2 years Service code 13 · EIN 45-2098380 | Contract Administrator | $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.
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 | $16,076 | $91,167-82.4% | $178,498-91.0% | $79,858-79.9% |
| Participation rate | 63.3% | 69.2%-5.9pp | 81.9%-18.6pp | 69.6%-6.3pp |
| Annual return | 10.35% | 24.19%-13.8pp | 151.09%-140.7pp | 31.72%-21.4pp |
| Employer contribution / active EE | $410 | $3,255-87.4% | $5,011-91.8% | $2,471-83.4% |
| Participant deferral / active EE | $520 | $3,236-83.9% | $5,202-90.0% | $3,740-86.1% |
| Admin fee / account holder | $19 | $6,747-99.7% | $13,985-99.9% | $5,306-99.6% |