Filed November 1, 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 |
|---|---|---|
MMA SECURITIES LLC2 years Service code 16 · EIN 52-2189187 | Consulting | $45,000 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,240 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,265 | $96,486+172.9% | $153,643+71.3% | $77,736+238.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.1%+22.9pp | 70.6%+29.4pp |
| Annual return | 12.24% | 14.44%-2.2pp | 15.71%-3.5pp | 31.26%-19.0pp |
| Employer contribution / active EE | $20,116 | $5,224+285.1% | $5,039+299.2% | $2,728+637.5% |
| Participant deferral / active EE | $7,196 | $6,609+8.9% | $6,754+6.5% | $4,651+54.7% |
| Admin fee / account holder | $134 | $182-26.5% | $12,739-98.9% | $433-69.0% |