Filed June 28, 2011 (most recent of 2 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 |
|---|---|---|
OCTOBER THREE CONSULTING LLC2+ years Service code 11 · EIN 27-1175487 | Actuarial | $53,995 |
MATRIX TRUST COMPANY2+ years Filed as: BROADRIDGE FINANCIAL SOLUTIONS INC Service code 21 · EIN 33-1151291 | Bank Trustee | $33,425 |
MONTICELLO ASSOCIATES2+ years Service code 27 · EIN 84-1205635 | Advisory (Plan) | $17,250 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $11,550 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $81,476-100.0% | $110,523-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 47.6%-47.6pp | 3.6%-3.6pp |
| Annual return | 5.27% | 3.06%+2.2pp | 1.69%+3.6pp | 11.88%-6.6pp |
| Employer contribution / active EE | $2,083 | $10,157-79.5% | $24,295-91.4% | $14,612-85.7% |
| Participant deferral / active EE | $0 | $1,282-100.0% | $1,031-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $4,059-100.0% | $1,392-100.0% | $637-100.0% |