Filed December 2, 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 |
|---|---|---|
REHMANN ROBSON8 years Filed as: REHMANN, LLC Service code 10 · EIN 38-3567911 | Accounting | $22,756 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $17,930 |
USI CONSULTING GROUP3 years Filed as: USI CONSULTING GROUP, INC. Service code 37 · EIN 06-1053228 | Loan Processing | $17,535 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Securities Custodian | $1,728 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,960 | $54,679-10.5% | $76,119-35.7% | $74,459-34.2% |
| Participation rate | 71.7% | 60.3%+11.3pp | 69.1%+2.6pp | 67.2%+4.5pp |
| Annual return | 10.23% | 31.90%-21.7pp | 361.25%-351.0pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $749 | $1,781-58.0% | $2,693-72.2% | $2,626-71.5% |
| Participant deferral / active EE | $2,310 | $3,072-24.8% | $4,259-45.8% | $4,350-46.9% |
| Admin fee / account holder | $411 | $2,238-81.7% | $6,421-93.6% | $1,945-78.9% |