Filed April 25, 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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $58,598 |
Service code 53 · EIN 41-0973005 | Insurance Commissions | $10,845 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $16 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 52-1538909 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3287965 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 13-5657518 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 52-0794097 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,757 | $37,196-60.3% | $154,107-90.4% | $55,725-73.5% |
| Participation rate | 82.0% | 64.1%+17.9pp | 83.0%-1.1pp | 70.9%+11.1pp |
| Annual return | 7.43% | 1319.68%-1312.2pp | 735.12%-727.7pp | 244.93%-237.5pp |
| Employer contribution / active EE | $521 | $1,614-67.7% | $5,298-90.2% | $2,078-74.9% |
| Participant deferral / active EE | $928 | $2,068-55.1% | $5,081-81.7% | $3,356-72.4% |
| Admin fee / account holder | $104 | $102+2.3% | $13,411-99.2% | $115-9.8% |