Filed November 13, 2012
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 | $149,554 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,613 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PANNELL KERR FORSTER OF TEXAS, P.C Service code 10 · EIN 76-0356844 | Accounting | $20,103 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $104,081 | $105,173-1.0% | $87,102+19.5% | $77,775+33.8% |
| Participation rate | 95.3% | 85.8%+9.5pp | 76.9%+18.5pp | 73.2%+22.1pp |
| Annual return | 27.66% | 24.52%+3.1pp | 28.19%-0.5pp | 32.58%-4.9pp |
| Employer contribution / active EE | $4,779 | $2,890+65.4% | $2,521+89.5% | $2,504+90.9% |
| Participant deferral / active EE | $9,674 | $5,048+91.6% | $4,048+139.0% | $3,966+143.9% |
| Admin fee / account holder | $109 | $105+3.9% | $7,493-98.5% | $100+8.6% |