Filed December 1, 2011
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 FUNDS3 years Filed as: ADVANCE CAPITAL GROUP, INC. Service code 19 · EIN 38-2685009 ONE TOWNE SQUARE · SOUTHFIELD, MI 48076 | Securities Custodian | $92,848 |
OCTOBER THREE CONSULTING LLC3 years Service code 11 · EIN 27-1175487 233 S. WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $26,670 |
SMITH & HOWARD, PC3 years Service code 10 · EIN 58-1250486 271 17TH STREET NW · ATLANTA, GA 30363 | Accounting | $11,500 |
US BANK3 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 800 NICOLLET AVENUE · MINNEAPOLIS, MN 55402 | Bank Trustee | $11,477 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $97,195-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 9.3%-9.3pp | 45.3%-45.3pp | 9.3%-9.3pp |
| Annual return | -0.49% | 9.76%-10.2pp | 5.08%-5.6pp | 9.76%-10.2pp |
| Employer contribution / active EE | $27,407 | $12,965+111.4% | $21,287+28.8% | $12,965+111.4% |
| Participant deferral / active EE | $0 | $143-100.0% | $803-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $19,300-100.0% | $4,785-100.0% |