Filed July 16, 2002
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 |
|---|---|---|
KATZ, NANNIS & SOLOMON1 year Filed as: KATZ NANNIS SOLOMON PC Service code 10 800 S STREET STE 250 · WALTHAM, MA 02453 | Accounting | $9,874 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,657 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $8,500 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,190 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,648 | $155,795-91.2% | $136,298-90.0% | $69,631-80.4% |
| Participation rate | 80.4% | 75.2%+5.1pp | 81.9%-1.5pp | 70.7%+9.7pp |
| Annual return | 13.90% | 232464.33%-232450.4pp | 5156.27%-5142.4pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,208 | $5,394-77.6% | $6,247-80.7% | $3,224-62.5% |
| Admin fee / account holder | $58 | $128-55.0% | $9,244-99.4% | $110-47.7% |