Filed December 14, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $336,372 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $205,930 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $58,472 |
CROWE LLP3 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $50,180 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 49 · EIN 13-3036745 | Other Services | $41,645 |
JACKSON LEWIS P.C.1 year Service code 29 · EIN 46-3862389 | Legal | $16,354 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $5,916 |
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 | $108,290 | $78,852+37.3% | $76,768+41.1% | $75,289+43.8% |
| Participation rate | 93.5% | 85.0%+8.6pp | 77.0%+16.6pp | 72.4%+21.1pp |
| Annual return | 28.25% | -1.29%+29.5pp | 2.43%+25.8pp | -0.04%+28.3pp |
| Employer contribution / active EE | $3,959 | $2,794+41.7% | $2,485+59.3% | $2,405+64.6% |
| Participant deferral / active EE | $5,030 | $4,800+4.8% | $3,852+30.6% | $3,739+34.5% |
| Admin fee / account holder | $168 | $79+113.1% | $6,676-97.5% | $102+64.5% |