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 | $492,504 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $275,104 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $76,276 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $54,718 |
JACKSON LEWIS P.C.3 years Service code 29 · EIN 46-3862389 | Legal | $29,451 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,759 | $176,471-14.6% | $95,968+57.1% | $90,274+67.0% |
| Participation rate | 99.5% | 86.6%+12.9pp | 77.1%+22.4pp | 73.4%+26.1pp |
| Annual return | 17.63% | 20.15%-2.5pp | 91.65%-74.0pp | 53.97%-36.3pp |
| Employer contribution / active EE | $6,857 | $2,783+146.4% | $2,542+169.8% | $2,523+171.7% |
| Participant deferral / active EE | $8,918 | $5,325+67.5% | $4,167+114.0% | $4,231+110.8% |
| Admin fee / account holder | $202 | $154+31.1% | $6,798-97.0% | $114+77.2% |