Filed December 15, 2011 (most recent of 2 filings on file)
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 |
|---|---|---|
SERVICES MANAGEMENT CORPORATION3+ years Service code 13 · EIN 52-1200541 | Contract Administrator | $1,685,643 |
GROOM LAW GROUP3+ years Service code 29 · EIN 52-1219029 | Legal | $111,590 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES Service code 27 · EIN 95-2755361 | Advisory (Plan) | $45,000 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $40,138 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 47-0746749 | Accounting | $24,703 |
ALLEGRA1 year Service code 36 · EIN 56-2075508 | Direct payment from the plan; Copying... | $16,484 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 49 · EIN 05-5169452 | Other Services | $14,080 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,461 | $104,862-0.4% | $90,160+15.9% | $80,976+29.0% |
| Participation rate | 75.6% | 78.9%-3.4pp | 76.9%-1.3pp | 68.3%+7.3pp |
| Annual return | 17.10% | 20.18%-3.1pp | 34.88%-17.8pp | 22.91%-5.8pp |
| Employer contribution / active EE | $2,135 | $2,724-21.6% | $3,318-35.6% | $2,402-11.1% |
| Participant deferral / active EE | $3,460 | $6,098-43.3% | $5,288-34.6% | $3,848-10.1% |
| Admin fee / account holder | $106 | $76+39.3% | $5,943-98.2% | $67+57.5% |