Filed April 6, 2007
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 |
|---|---|---|
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES LLC Service code 15 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Recordkeeping | $20,833 |
BDO USA, LLP1+ years Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $8,500 |
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES CORP Service code 27 | Advisory (Plan) | $6,250 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS CO LLC Service code 15 3071 PEARL ROAD · MEDINA, OH 44256 | Recordkeeping | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,457 | $37,044+41.6% | $71,796-26.9% | $57,658-9.0% |
| Participation rate | 93.6% | 61.1%+32.5pp | 69.1%+24.5pp | 70.2%+23.4pp |
| Annual return | -7.82% | 12.64%-20.5pp | 78.04%-85.9pp | 5.13%-13.0pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $4,881 | $1,974+147.2% | $2,794+74.7% | $3,061+59.5% |
| Admin fee / account holder | $18 | $101-81.7% | $4,815-99.6% | $95-80.4% |