Filed March 19, 2014 (most recent of 2 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $503,388 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $169,291 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $90,029 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $19,950 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $2,690 |
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 | $77,114 | $68,110+13.2% | $155,556-50.4% | $99,313-22.4% |
| Participation rate | 94.8% | 67.8%+27.0pp | 78.2%+16.6pp | 71.7%+23.1pp |
| Annual return | 17.06% | 16.16%+0.9pp | 64.84%-47.8pp | 17.67%-0.6pp |
| Employer contribution / active EE | $1,668 | $2,291-27.2% | $4,675-64.3% | $3,264-48.9% |
| Participant deferral / active EE | $6,267 | $3,865+62.2% | $5,631+11.3% | $5,346+17.2% |
| Admin fee / account holder | $85 | $94-9.1% | $15,885-99.5% | $109-21.7% |