Filed March 8, 2013
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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $571,643 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $45,881 |
BKD, LLP3 years Filed as: BKD, LLC Service code 10 · EIN 44-0160260 | Accounting | $20,000 |
BALASA DINVERNO & FOLTZ LLC3 years Service code 33 · EIN 36-4445980 | Securities brokerage; Securities brok... | $6,944 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,159 |
MID ATLANTIC CAPITAL CORPORATION8+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $54,136 | $52,346+3.4% | $143,801-62.4% | $78,104-30.7% |
| Participation rate | 97.7% | 72.7%+25.0pp | 80.3%+17.4pp | 74.5%+23.2pp |
| Annual return | -16.27% | -14.19%-2.1pp | -0.04%-16.2pp | 10.90%-27.2pp |
| Employer contribution / active EE | $2,251 | $2,131+5.6% | $4,952-54.5% | $3,128-28.0% |
| Participant deferral / active EE | $5,122 | $3,800+34.8% | $5,639-9.2% | $5,089+0.6% |
| Admin fee / account holder | $72 | $63+13.4% | $14,680-99.5% | $79-8.8% |