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 FUNDS2 years Filed as: ADVANCE CAPITAL GROUP, INC. Service code 19 · EIN 38-2685009 ONE TOWNE SQUARE · SOUTHFIELD, MI 48076 | Securities Custodian | $90,974 |
OCTOBER THREE CONSULTING LLC2 years Service code 11 · EIN 27-1175487 233 S. WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $25,885 |
US BANK2 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 800 NICOLLET AVENUE · MINNEAPOLIS, MN 55402 | Bank Trustee | $11,221 |
SMITH & HOWARD, PC2 years Service code 10 · EIN 58-1250486 271 17TH STREET NW · ATLANTA, GA 30363 | Accounting | $5,500 |
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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 | $51,275-100.0% | $250,061-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 46.0%-46.0pp | 11.0%-11.0pp |
| Annual return | 7.39% | 8.93%-1.5pp | 7.82%-0.4pp | 8.21%-0.8pp |
| Employer contribution / active EE | $29,997 | $10,201+194.1% | $31,823-5.7% | $13,837+116.8% |
| Participant deferral / active EE | $0 | $958-100.0% | $365-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,259-100.0% | $18,503-100.0% | $1,652-100.0% |