Filed August 30, 2006
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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL SPRING Service code 50 261 MADISON AVE · NEW YORK, NY 10016 | Direct Payment | $400,904 |
Filed as: SHEPARD KAPLAN Service code 27 · EIN 04-3404767 | Advisory (Plan) | $87,500 |
SENTINEL PENSION ADVISORS8+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $65,400 |
Service code 50 21 CUSTOM HOUSE ST · BOSTON, MA 02110 | Direct Payment | $28,838 |
ENCAP INVESTMENTS LP6 years Filed as: CHAMBERS ENERGY CAPITAL Service code 50 600 TRAVIS STREET, STE 4700 · HOUSTON, TX 77002 | Direct Payment | $5,842 |
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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 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.2%-12.2pp | 9.9%-9.9pp |
| Annual return | -10.05% | -3.51%-6.5pp | -5.12%-4.9pp | -5.25%-4.8pp |
| Employer contribution / active EE | $0 | $11,313-100.0% | $31,020-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |