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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $110,007 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $90,819 |
Service code 20 · EIN 20-4668348 | Investment management; Trustee (indiv... | $49,279 |
Filed as: CAPTRUST ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $16,250 |
Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 | Contract Administrator | $13,129 |
CONNER & WINTERS1 year Filed as: CONNER & WINTERS LLP Service code 29 · EIN 73-1388566 | Legal | $7,596 |
FURBUSH-ROBERTS PRINTING1 year Service code 49 · EIN 01-0203016 | Other Services | $5,761 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 12.76% | 79.68%-66.9pp | 16.78%-4.0pp | 23.90%-11.1pp |
| Employer contribution / active EE | $12,559 | $21,735-42.2% | $26,328-52.3% | $16,539-24.1% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |