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 | $601,164 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $332,160 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $98,494 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $53,800 |
JACKSON LEWIS P.C.4 years Service code 29 · EIN 46-3862389 | Legal | $31,278 |
FURBUSH-ROBERTS PRINTING1 year Filed as: FURBUSH-ROBERTS PRINTING CO. Service code 38 · EIN 01-0203016 | Participant Communication | $6,927 |
ALIGHT SOLUTIONS LLC1 year Service code 16 · EIN 82-1061233 | Consulting | $5,513 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY, INC. Service code 16 · EIN 13-1835864 | Consulting | $5,500 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,674 | $144,879+13.0% | $111,319+47.0% | $93,010+76.0% |
| Participation rate | 99.4% | 86.1%+13.3pp | 77.3%+22.1pp | 73.9%+25.5pp |
| Annual return | 14.67% | 18.11%-3.4pp | 54.68%-40.0pp | 158.70%-144.0pp |
| Employer contribution / active EE | $6,677 | $3,052+118.8% | $2,732+144.4% | $2,705+146.8% |
| Participant deferral / active EE | $8,938 | $5,576+60.3% | $4,488+99.2% | $4,561+96.0% |
| Admin fee / account holder | $205 | $104+98.2% | $7,966-97.4% | $152+35.3% |