Filed July 22, 2006
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $492,965 |
BOIVIN & ASSOCIATES1 year Service code 10 · EIN 27-1516157 | Accounting | $16,000 |
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).
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 | $42,905 | $44,007-2.5% | $154,110-72.2% | $68,904-37.7% |
| Participation rate | 65.1% | 70.0%-4.9pp | 83.0%-17.9pp | 74.1%-9.0pp |
| Annual return | -3.71% | 8.15%-11.9pp | 735.22%-738.9pp | 1.07%-4.8pp |
| Employer contribution / active EE | $2,450 | $1,732+41.5% | $5,298-53.7% | $2,540-3.5% |
| Participant deferral / active EE | $2,540 | $2,813-9.7% | $5,081-50.0% | $4,015-36.7% |
| Admin fee / account holder | $75 | $65+16.3% | $13,412-99.4% | $71+5.6% |