Filed September 28, 2009
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 |
|---|---|---|
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 99 · EIN 85-0833363 | Other Fees | $19,882 |
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $14,461 |
Filed as: VOYA RETIREMENTINSURANCE & ANNUITY Service code 27 | Advisory (Plan) | $14,461 |
Filed as: LOVE SCHERLE BAUER Service code 99 · EIN 25-1777567 | Other Fees | $8,925 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $243,855 | $73,638+231.2% | $95,964+154.1% | $73,497+231.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 15.34% | 16.78%-1.4pp | 91.64%-76.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $7,469 | $1,863+300.9% | $2,541+193.9% | $2,270+229.0% |
| Participant deferral / active EE | $4,936 | $3,617+36.5% | $4,167+18.5% | $3,740+32.0% |
| Admin fee / account holder | $223 | $482-53.7% | $6,797-96.7% | $513-56.5% |