Filed June 8, 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 |
|---|---|---|
SLC MANAGEMENT6 years Service code 28 · EIN 04-3132283 | Investment Management | $123,839 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $114,644 |
AON CONSULTING10+ years Service code 11 · EIN 22-2232264 | Actuarial | $45,100 |
MATRIX TRUST COMPANY8 years Service code 21 · EIN 75-3182674 | Bank Trustee | $32,995 |
Filed as: CLARK, SCHAEFER, HACKETT AND CO. Service code 10 · EIN 31-0800053 | Accounting | $14,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $600,318-100.0% | $600,318-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 51.1%-51.1pp | 42.6%-42.6pp | 31.0%-31.0pp |
| Annual return | 4.41% | 3.94%+0.5pp | 4.07%+0.3pp | 14.18%-9.8pp |
| Employer contribution / active EE | $0 | $38,558-100.0% | $37,644-100.0% | $33,339-100.0% |
| Participant deferral / active EE | $0 | $56-100.0% | $54-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $54,828-100.0% | $54,828-100.0% | $17,688-100.0% |