Filed November 8, 2008
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 |
|---|---|---|
Filed as: PINNACLE PENSION CONSULTANTS Service code 27 1492 HIGHLAND AVE, STE 9 · NEEDHAM, MA 02492 | Advisory (Plan) | $38,750 |
BDO USA, LLP1 year Service code 10 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $23,750 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $10,550 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,421 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,533 | $60,545-16.5% | $92,240-45.2% | $69,631-27.4% |
| Participation rate | 94.1% | 72.2%+22.0pp | 76.5%+17.6pp | 70.7%+23.4pp |
| Annual return | 17.71% | 19.71%-2.0pp | 176.29%-158.6pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $2,415 | $2,633-8.3% | $3,680-34.4% | $2,032+18.8% |
| Participant deferral / active EE | $3,936 | $2,828+39.2% | $3,897+1.0% | $3,224+22.1% |
| Admin fee / account holder | $93 | $145-35.9% | $5,194-98.2% | $110-16.0% |