Filed September 21, 2006 (most recent of 4 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $255,475 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $81,860 |
EISNERAMPER LLP5 years Filed as: EISNER AMPER LLP Service code 10 · EIN 87-1363769 | Accounting | $47,750 |
PORTFOLIO EVALUATIONS, INC.9 years Service code 27 · EIN 22-3180964 | Advisory (Plan) | $11,950 |
BALLARD SPAHR LLP10+ years Service code 29 · EIN 23-0382195 | Legal | $7,498 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,180 | $110,258+38.9% | $102,460+49.5% | $200,096-23.4% |
| Participation rate | 91.3% | 86.3%+5.0pp | 76.5%+14.8pp | 72.0%+19.3pp |
| Annual return | 18.01% | 35.78%-17.8pp | 29.47%-11.5pp | 34.26%-16.3pp |
| Employer contribution / active EE | $8,084 | $3,605+124.3% | $3,025+167.2% | $3,038+166.1% |
| Participant deferral / active EE | $9,403 | $6,377+47.4% | $5,056+86.0% | $5,090+84.7% |
| Admin fee / account holder | $74 | $122-39.4% | $9,460-99.2% | $269-72.5% |