Filed February 25, 2010
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 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $338,723 |
AON CONSULTING6+ years Filed as: AON HEWITT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $33,096 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $28,938 |
CAPITAL MGMT SERVICES INC2 years Filed as: CAPITAL MGMT SERVICES, INC. Service code 27 · EIN 43-1410129 | Advisory (Plan) | $11,849 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $4,075 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,172 | $120,450+8.9% | $159,436-17.7% | $93,030+41.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 82.8%+17.2pp | 73.9%+26.1pp |
| Annual return | 14.67% | 27.11%-12.4pp | 263.57%-248.9pp | 158.70%-144.0pp |
| Employer contribution / active EE | $2,651 | $3,526-24.8% | $4,829-45.1% | $2,706-2.0% |
| Participant deferral / active EE | $9,970 | $7,283+36.9% | $7,352+35.6% | $4,562+118.5% |
| Admin fee / account holder | $109 | $137-20.2% | $10,799-99.0% | $152-28.1% |