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 | $478,504 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $252,641 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $62,913 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $55,500 |
JACKSON LEWIS P.C.2 years Service code 29 · EIN 46-3862389 | Legal | $26,373 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 99 · EIN 13-3036745 | Other Fees | $15,000 |
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 | $127,073 | $105,173+20.8% | $87,102+45.9% | $77,775+63.4% |
| Participation rate | 99.2% | 85.8%+13.4pp | 76.9%+22.4pp | 73.2%+26.0pp |
| Annual return | 22.81% | 24.52%-1.7pp | 28.19%-5.4pp | 32.58%-9.8pp |
| Employer contribution / active EE | $6,350 | $2,890+119.7% | $2,521+151.9% | $2,504+153.6% |
| Participant deferral / active EE | $8,171 | $5,048+61.9% | $4,048+101.8% | $3,966+106.0% |
| Admin fee / account holder | $175 | $105+67.7% | $7,493-97.7% | $100+75.2% |