Filed December 19, 2007
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $831,081 |
Service code 37 · EIN 04-2647786 | Loan Processing | $557,791 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $128,750 |
HOLLAND & KNIGHT3 years Service code 29 · EIN 59-0663819 | Legal | $112,277 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $51,626 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 16 · EIN 86-1065772 | Consulting | $7,600 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $5,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,975 | $178,759-39.0% | $102,460+6.4% | $106,553+2.3% |
| Participation rate | 89.9% | 91.3%-1.4pp | 76.5%+13.4pp | 69.8%+20.1pp |
| Annual return | 12.34% | 17.23%-4.9pp | 29.47%-17.1pp | 17.37%-5.0pp |
| Employer contribution / active EE | $3,809 | $5,750-33.7% | $3,025+25.9% | $3,359+13.4% |
| Participant deferral / active EE | $4,620 | $9,466-51.2% | $5,056-8.6% | $5,562-16.9% |
| Admin fee / account holder | $95 | $62+53.0% | $9,460-99.0% | $80+19.3% |