Filed December 15, 2006 (most recent of 5 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 |
|---|---|---|
BOLTON PARTNERS, INC.3+ years Filed as: BOLTON PARTNERS INC Service code 11 · EIN 52-1231144 | Actuarial | $61,274 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: EPOCH Service code 27 · EIN 20-1003862 | Advisory (Plan) | $31,615 |
WITHUMSMITH+BROWN, PC3+ years Filed as: ALEX BROWN Service code 27 · EIN 52-1319768 | Advisory (Plan) | $22,747 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $19,450 |
PNC BANK, N.A.3+ years Service code 27 · EIN 25-1211909 | Advisory (Plan) | $15,679 |
AON CONSULTING1 year Filed as: AON HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $8,160 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | 4.44% | -2.48%+6.9pp | -102.04%+106.5pp | 0.19%+4.2pp |
| Employer contribution / active EE | $3,136 | $7,648-59.0% | $36,232-91.3% | $13,763-77.2% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |