Filed January 6, 2006
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 |
|---|---|---|
COMPREHENSIVE FINANCIAL PLANNING1+ years Filed as: COMPREHENSIVE ASSET MANAGEMENT & SE Service code 49 · EIN 22-3526587 | Other Services | $145,419 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,515 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $54,963 | $37,039+48.4% | $147,618-62.8% | $59,188-7.1% |
| Participation rate | 72.5% | 63.8%+8.7pp | 84.6%-12.1pp | 69.4%+3.1pp |
| Annual return | 1.14% | 7.19%-6.0pp | 61.98%-60.8pp | 5.51%-4.4pp |
| Employer contribution / active EE | $1,396 | $1,353+3.2% | $5,564-74.9% | $2,098-33.4% |
| Participant deferral / active EE | $3,336 | $2,094+59.3% | $4,895-31.8% | $3,265+2.2% |
| Admin fee / account holder | $15 | $60-75.1% | $11,612-99.9% | $92-83.7% |