Filed January 16, 2007 (most recent of 3 filings on file)
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: HIGHLAND CONSULTING Service code 16 · EIN 34-1753575 | Consulting | $44,918 |
Filed as: BENESCH FRIEDLANDER COPLAN & ARONOF Service code 29 · EIN 34-6596918 | Legal | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,150 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,234 |
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $14,062 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,115 | $69,305-4.6% | $82,313-19.7% | $69,631-5.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 16.38% | 21.47%-5.1pp | 25.88%-9.5pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $2,422 | $1,887+28.4% | $2,428-0.2% | $2,032+19.2% |
| Participant deferral / active EE | $3,691 | $3,568+3.4% | $3,706-0.4% | $3,224+14.5% |
| Admin fee / account holder | $136 | $97+40.0% | $5,608-97.6% | $110+23.2% |