Filed August 12, 2013 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,360 |
COOK STREET CONSULTING6+ years Service code 16 · EIN 84-0854432 | Consulting | $30,000 |
ANTON COLLINS MITCHELL LLP3 years Filed as: ACM LLP Service code 16 · EIN 01-0724563 | Consulting | $26,500 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,344 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $181,664 | $78,781+130.6% | $100,528+80.7% | $73,412+147.5% |
| Participation rate | 78.8% | 80.0%-1.2pp | 79.4%-0.6pp | 72.2%+6.7pp |
| Annual return | 14.03% | 31.69%-17.7pp | 30.90%-16.9pp | 59.30%-45.3pp |
| Employer contribution / active EE | $4,702 | $2,420+94.3% | $3,419+37.5% | $2,234+110.5% |
| Participant deferral / active EE | $8,393 | $6,537+28.4% | $6,271+33.8% | $3,806+120.5% |
| Admin fee / account holder | $147 | $145+1.3% | $8,084-98.2% | $158-6.8% |