Filed January 30, 2006 (most recent of 2 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 52 · EIN 04-1590850 | Indirect Investment Fees | $150,997 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $69,775 |
M HOLDINGS SECURITIES INC2 years Service code 53 · EIN 91-1802259 | Insurance Commissions | $10,373 |
WITHUMSMITH+BROWN, PC3 years Filed as: REGAN, LEVIN, BLOSS, BROWN & SAVCHA Service code 10 · EIN 27-0641509 | Accounting | $6,500 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
HARRIS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $226,647 | $59,186+282.9% | $76,768+195.2% | $56,287+302.7% |
| Participation rate | 98.9% | 75.2%+23.6pp | 77.0%+21.9pp | 69.9%+29.0pp |
| Annual return | -2.49% | 6.62%-9.1pp | 2.43%-4.9pp | -9.96%+7.5pp |
| Employer contribution / active EE | $5,014 | $1,759+185.1% | $2,485+101.7% | $2,111+137.5% |
| Participant deferral / active EE | $7,499 | $3,255+130.4% | $3,852+94.7% | $3,350+123.9% |
| Admin fee / account holder | $726 | $489+48.4% | $6,675-89.1% | $521+39.3% |