Filed January 27, 2012 (most recent of 4 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $212,135 |
DWIGHT MILLER3 years Service code 16 · EIN 21-3660969 | Consulting | $39,840 |
THE SEGAL COMPANY3 years Filed as: SEGAL ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $28,000 |
MSL, P.A.3 years Filed as: MOORE STEPHENS LOVELACE, P.A. Service code 10 · EIN 59-3070669 | Accounting | $12,930 |
ORCHARD HILLS CONSULTING, LLC4+ years Service code 16 · EIN 20-0847307 | Consulting | $11,701 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,993 | $45,382-44.9% | $154,110-83.8% | $75,289-66.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | -7.07% | -0.47%-6.6pp | 735.22%-742.3pp | -0.04%-7.0pp |
| Employer contribution / active EE | $3,219 | $1,533+110.0% | $5,298-39.2% | $2,405+33.8% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $70 | $89-21.2% | $13,412-99.5% | $102-31.2% |