Filed December 12, 2012
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 |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $24,248 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $23,092 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,838 | $79,523-8.4% | $140,016-48.0% | $56,287+29.4% |
| Participation rate | 68.6% | 85.7%-17.1pp | 87.5%-18.9pp | 69.9%-1.3pp |
| Annual return | -6.00% | 2.39%-8.4pp | 651.12%-657.1pp | -9.96%+4.0pp |
| Employer contribution / active EE | $2,053 | $3,350-38.7% | $5,606-63.4% | $2,111-2.8% |
| Participant deferral / active EE | $5,250 | $5,129+2.4% | $6,927-24.2% | $3,350+56.7% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |