Filed April 25, 2011 (most recent of 3 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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE FENNER Service code 60 · EIN 13-5674085 | Sub-TA Fees | $586,243 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST ADVISORS, LLC Service code 16 · EIN 45-0479693 | Consulting | $38,423 |
EM PRINTING1+ years Filed as: C&D PRINTING COMPANY Service code 99 12150 28TH STREET NORTH · ST PETERBURG, FL 33716 | Other Fees | $23,778 |
BUCHANAN INGERSOLL & ROONEY PC1+ years Service code 29 · EIN 25-1381032 | Legal | $17,632 |
MAYER HOFFMAN MCCANN P.C.1+ years Service code 10 13577 FEATHER SOUND DRIVE · CLEARWATER, FL 33762 | Accounting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,854 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,710 | $22,880-40.1% | $59,496-77.0% | $67,505-79.7% |
| Participation rate | 78.6% | 33.1%+45.5pp | 54.6%+24.1pp | 71.2%+7.4pp |
| Annual return | 1.80% | 8.51%-6.7pp | 182.05%-180.2pp | 6.52%-4.7pp |
| Employer contribution / active EE | $459 | $238+92.9% | $1,153-60.2% | $2,173-78.9% |
| Participant deferral / active EE | $1,498 | $649+130.9% | $1,829-18.1% | $3,597-58.4% |
| Admin fee / account holder | $25 | $54-53.8% | $2,232-98.9% | $56-55.9% |