Filed May 14, 2012
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 |
|---|---|---|
BKD, LLP1+ years Service code 49 · EIN 44-0160260 | Other Services | $20,100 |
KILPATRICK TOWNSEND1+ years Filed as: KILPATRICK STOCKTON Service code 16 · EIN 58-0511774 | Consulting | $20,095 |
GOLDMAN SACHS1+ years Filed as: DSM CORPORATE PENSION SERVICES Service code 99 · EIN 12-3456789 | Other Fees | $12,967 |
INVESCO1+ years Filed as: HUNTER MICHAEL INVES Service code 16 · EIN 54-1870462 | Consulting | $12,000 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,450 | $81,321+51.8% | $68,509+80.2% | $59,188+108.6% |
| Participation rate | 85.1% | 83.8%+1.3pp | 74.7%+10.4pp | 69.4%+15.7pp |
| Annual return | -10.18% | 4.65%-14.8pp | 8.27%-18.5pp | 5.51%-15.7pp |
| Employer contribution / active EE | $6,087 | $3,297+84.6% | $2,278+167.2% | $2,098+190.1% |
| Participant deferral / active EE | $7,420 | $4,592+61.6% | $3,382+119.4% | $3,265+127.3% |
| Admin fee / account holder | -$39 | $62-162.7% | $5,275-100.7% | $92-142.0% |