Filed September 23, 2010
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $613,853 |
NEPC, LLC1 year Service code 27 · EIN 26-1429809 | Advisory (Plan) | $135,000 |
ROBINSON & COLE LLP1 year Filed as: ROBINSON, GRIMES & COMPANY, P.C. Service code 10 · EIN 58-1374304 | Accounting | $30,300 |
MOORE COLSON4 years Filed as: MOORE COLSON & COMPANY, P.C. Service code 10 · EIN 58-1653941 | Accounting | $26,300 |
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 | $124,350 | $143,889-13.6% | $189,534-34.4% | $106,520+16.7% |
| Participation rate | 84.2% | 89.1%-4.9pp | 87.8%-3.6pp | 71.3%+12.9pp |
| Annual return | 12.34% | 17.38%-5.0pp | 555.39%-543.0pp | 19.28%-6.9pp |
| Employer contribution / active EE | $3,620 | $4,416-18.0% | $6,162-41.3% | $2,840+27.4% |
| Participant deferral / active EE | $6,475 | $7,575-14.5% | $8,220-21.2% | $4,948+30.9% |
| Admin fee / account holder | $46 | $98-52.9% | $12,049-99.6% | $75-37.9% |