Filed April 4, 2011 (most recent of 6 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 37 · EIN 04-2647786 | Loan Processing | $99,792 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $83,379 |
PRICEWATERHOUSECOOPERS LLP9+ years Service code 10 · EIN 98-0330246 | Accounting | $27,700 |
WILLIS TOWERS WATSON US LLC4 years Service code 16 · EIN 53-0181291 | Consulting | $19,334 |
SEYFARTH SHAW LLP4 years Service code 29 · EIN 36-1252202 | Legal | $12,740 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,886 | $104,631+30.8% | $98,462+39.0% | $80,187+70.7% |
| Participation rate | 99.5% | 87.5%+11.9pp | 75.2%+24.3pp | 72.9%+26.5pp |
| Annual return | 17.66% | 34.72%-17.1pp | 21.20%-3.5pp | 40.40%-22.7pp |
| Employer contribution / active EE | $6,376 | $4,517+41.1% | $3,049+109.1% | $2,980+114.0% |
| Participant deferral / active EE | $6,089 | $6,545-7.0% | $4,738+28.5% | $5,016+21.4% |
| Admin fee / account holder | $104 | $105-0.5% | $8,875-98.8% | $145-28.1% |