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 CORPORATION10+ years Service code 13 · EIN 52-1200541 | Contract Administrator | $2,336,400 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 27 · EIN 13-3200244 | Advisory (Plan) | $647,767 |
GROOM LAW GROUP10+ years Service code 29 · EIN 52-1219029 | Legal | $249,069 |
TELCOM INSURANCE GROUP1 year Service code 23 · EIN 52-1632917 | Direct payment from the plan; Insuran... | $147,427 |
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $95,623 |
WILSHIRE ASSOCIATES INCORPORATED10+ years Filed as: WILSHIRE ASSOCIATES Service code 27 · EIN 95-2755361 | Advisory (Plan) | $52,740 |
CLARK COMMUNICATIONS2 years Service code 36 · EIN 56-1463810 | Direct payment from the plan; Copying... | $44,608 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $34,382 |
Filed as: TRUSTEE #1 Service code 20 4121 WILSON BLVD, STE 1000 · ARLINGTON, VA 22203 | Direct payment from the plan; Trustee... | $5,058 |
Filed as: FIDELITY Service code 15 · EIN 04-2647786 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $141,631 | $167,668-15.5% | $100,415+41.0% | $106,553+32.9% |
| Participation rate | 72.9% | 87.6%-14.7pp | 81.5%-8.6pp | 69.8%+3.0pp |
| Annual return | 13.59% | 18.33%-4.7pp | 49.47%-35.9pp | 17.37%-3.8pp |
| Employer contribution / active EE | $3,259 | $4,908-33.6% | $3,943-17.3% | $3,359-3.0% |
| Participant deferral / active EE | $4,658 | $11,427-59.2% | $8,091-42.4% | $5,562-16.3% |
| Admin fee / account holder | $149 | $94+58.4% | $7,906-98.1% | $80+86.6% |