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 | Distribution (12b-1) fees; Recordkeep... | $490,667 |
BOIVIN & ASSOCIATES2 years Service code 10 · EIN 27-1516157 | Accounting | $20,250 |
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 | $49,881 | $53,565-6.9% | $172,757-71.1% | $82,204-39.3% |
| Participation rate | 63.0% | 69.6%-6.6pp | 82.6%-19.6pp | 73.4%-10.4pp |
| Annual return | 20.49% | 31.42%-10.9pp | 803.06%-782.6pp | 26.31%-5.8pp |
| Employer contribution / active EE | $2,021 | $1,857+8.8% | $5,144-60.7% | $2,707-25.4% |
| Participant deferral / active EE | $2,692 | $3,006-10.4% | $5,198-48.2% | $4,246-36.6% |
| Admin fee / account holder | $71 | $61+15.8% | $13,956-99.5% | $76-6.0% |