Filed December 31, 1992
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 |
|---|---|---|
APW CAPITAL INC1+ years Filed as: APW WEALTH ADVISORS Service code 27 77 MILL STREET, SUITE 310 · WESTFIELD, MA 01085 | Advisory (Plan) | $91,210 |
Service code 12 · EIN 23-3038464 | Recordkeeping fees; Participant commu... | $25,236 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 19 717 17TH STREET, SUITE 1700 · DENVER, CO 802023331 | Securities Custodian | $10,752 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,440 | $60,165+55.3% | $74,184+26.0% | $55,167+69.4% |
| Participation rate | 93.3% | 74.2%+19.1pp | 76.6%+16.7pp | 69.0%+24.3pp |
| Annual return | 0.57% | 10.00%-9.4pp | 17.74%-17.2pp | 169.23%-168.7pp |
| Employer contribution / active EE | $2,163 | $1,600+35.2% | $2,370-8.7% | $1,963+10.2% |
| Participant deferral / active EE | $4,858 | $2,973+63.4% | $3,550+36.9% | $3,054+59.1% |
| Admin fee / account holder | $563 | $419+34.2% | $5,586-89.9% | $504+11.7% |