Filed October 16, 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 |
|---|---|---|
FOREST CAPITAL MANAGEMENT LLC1+ years Filed as: FOREST CAPTIAL MANAGEMENT, LLC Service code 16 · EIN 46-5576228 | Consulting | $39,047 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,078 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 61 · EIN 95-2834236 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,817 | $48,277-21.7% | $63,244-40.2% | $55,191-31.5% |
| Participation rate | 60.7% | 69.4%-8.7pp | 71.0%-10.4pp | 69.2%-8.5pp |
| Annual return | -0.27% | 2.37%-2.6pp | -70.31%+70.0pp | 10.78%-11.0pp |
| Employer contribution / active EE | $762 | $1,592-52.1% | $2,322-67.2% | $1,899-59.9% |
| Participant deferral / active EE | $2,334 | $2,432-4.0% | $2,953-21.0% | $3,046-23.4% |
| Admin fee / account holder | $93 | $86+8.7% | $5,893-98.4% | $91+2.9% |