Filed March 25, 2012 (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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Shareholder servic... | $406,477 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $200,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,923 |
Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $25,700 |
Filed as: FAEGRE DRINKER Service code 16 · EIN 41-0244008 | Consulting | $1,587 |
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 | $61,073 | $50,169+21.7% | $149,740-59.2% | $80,187-23.8% |
| Participation rate | 96.4% | 64.3%+32.1pp | 78.8%+17.6pp | 72.9%+23.5pp |
| Annual return | 17.35% | 29.82%-12.5pp | 134.51%-117.2pp | 40.40%-23.1pp |
| Employer contribution / active EE | $3,215 | $1,869+72.0% | $4,821-33.3% | $2,980+7.9% |
| Participant deferral / active EE | $5,791 | $3,194+81.3% | $5,683+1.9% | $5,016+15.5% |
| Admin fee / account holder | $109 | $153-28.4% | $13,222-99.2% | $145-24.5% |