Filed October 18, 2004
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 |
|---|---|---|
RESOURCES MANAGEMENT CORPORATION1+ years Service code 28 · EIN 06-0944880 | Investment Management | $104,322 |
ADP BROKER-DEALER1+ years Filed as: PENSION CONSULTANTS, INC. Service code 15 · EIN 06-1504963 | Recordkeeping | $11,985 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $109,630 | $54,320+101.8% | $67,652+62.1% | $52,331+109.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -0.25% | 6.81%-7.1pp | 6625.40%-6625.6pp | 4.54%-4.8pp |
| Employer contribution / active EE | $4,559 | $1,544+195.4% | $2,266+101.2% | $1,882+142.3% |
| Participant deferral / active EE | $4,298 | $2,950+45.7% | $3,560+20.7% | $3,022+42.2% |
| Admin fee / account holder | $646 | $527+22.8% | $4,821-86.6% | $592+9.3% |