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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $324,697 |
Service code 37 · EIN 04-2647786 | Loan Processing | $308,748 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $44,789 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $42,720 |
JACKSON LEWIS P.C.6 years Service code 29 · EIN 46-3862389 | Legal | $14,384 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $199,499 | $118,464+68.4% | $96,564+106.6% | $103,657+92.5% |
| Participation rate | 68.8% | 89.0%-20.2pp | 76.0%-7.2pp | 73.4%-4.6pp |
| Annual return | 83.51% | 18.79%+64.7pp | 25.89%+57.6pp | 33.13%+50.4pp |
| Employer contribution / active EE | $5,958 | $4,210+41.5% | $2,967+100.8% | $3,216+85.3% |
| Participant deferral / active EE | $5,899 | $7,277-18.9% | $4,852+21.6% | $5,218+13.0% |
| Admin fee / account holder | $144 | $81+77.1% | $8,256-98.3% | $114+25.8% |