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.5+ years Filed as: BOLTON PARTNERS INC Service code 11 · EIN 52-1231144 | Actuarial | $50,870 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: EPOCH Service code 27 · EIN 20-1003862 | Advisory (Plan) | $32,172 |
WITHUMSMITH+BROWN, PC5+ years Filed as: ALEX BROWN Service code 27 · EIN 52-1319768 | Advisory (Plan) | $22,975 |
PNC BANK, N.A.5+ years Service code 27 · EIN 25-1211909 | Advisory (Plan) | $16,685 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $15,000 |
AON CONSULTING3 years 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $1,168,160 | $1,168,1600% | $220,428+430.0% | $2,822,362-58.6% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 3.51% | 10.64%-7.1pp | 90.61%-87.1pp | 11.45%-7.9pp |
| Employer contribution / active EE | $4,084 | $11,339-64.0% | $32,730-87.5% | $17,219-76.3% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $21,565 | $21,5650% | $12,805+68.4% | $15,480+39.3% |