Filed June 8, 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 |
|---|---|---|
Filed as: HENDERSON BROS. RET. PLAN SERVICES Service code 27 · EIN 20-4683855 920 FORT DUQUESNE BOULEVARD · PITTSBURGH, PA 152223602 | Advisory (Plan) | $23,284 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 94-9032121 4340 REDWOOD HIGHWAY, SUITE B60 · SAN RAFAEL, CA 949032121 | Investment Management | $12,000 |
LPL FINANCIAL3 years Service code 28 · EIN 04-3046611 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213091 | Investment Management | $6,000 |
Annual investment return 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 | $80,472 | $84,948-5.3% | $70,476+14.2% | $73,412+9.6% |
| Participation rate | 98.8% | 79.9%+18.9pp | 75.1%+23.8pp | 72.2%+26.7pp |
| Annual return | 3.99% | 13.39%-9.4pp | 109.12%-105.1pp | 59.30%-55.3pp |
| Employer contribution / active EE | $3,639 | $2,834+28.4% | $2,738+32.9% | $2,234+62.9% |
| Participant deferral / active EE | $3,805 | $3,387+12.3% | $3,710+2.6% | $3,8060% |
| Admin fee / account holder | $56 | $98-43.4% | $3,847-98.6% | $158-64.8% |