Filed December 29, 2011 (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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,281,954 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $310,941 |
MELTON & MELTON LLP1 year Service code 10 · EIN 74-1550819 | Accounting | $28,000 |
MERCER4 years Filed as: MERCER (US) INC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $25,000 |
WEAVER AND TIDWELL, LLP7 years Filed as: WEAVER AND TIDWELL, L.L.P Service code 10 · EIN 75-0786316 | Accounting | $5,511 |
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.
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 | $93,857 | $96,807-3.0% | $165,100-43.2% | $106,553-11.9% |
| Participation rate | 93.7% | 79.1%+14.6pp | 78.6%+15.1pp | 69.8%+23.9pp |
| Annual return | 18.72% | 17.39%+1.3pp | 70.21%-51.5pp | 17.37%+1.3pp |
| Employer contribution / active EE | $4,169 | $2,888+44.4% | $4,348-4.1% | $3,359+24.1% |
| Participant deferral / active EE | $5,537 | $5,055+9.5% | $6,035-8.3% | $5,562-0.5% |
| Admin fee / account holder | $47 | $66-27.9% | $12,696-99.6% | $80-40.5% |