Filed April 11, 2005
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 49 · EIN 04-1590850 | Other Services | $2,704 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
THORNBURG2 years Service code 52 · EIN 06-1158764 | 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).
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 | $94,403 | $48,261+95.6% | $68,612+37.6% | $55,725+69.4% |
| Participation rate | 86.0% | 71.0%+15.0pp | 72.2%+13.8pp | 70.9%+15.2pp |
| Annual return | -1.35% | -2.61%+1.3pp | -4.63%+3.3pp | 244.93%-246.3pp |
| Employer contribution / active EE | $4,314 | $1,742+147.6% | $2,625+64.3% | $2,078+107.6% |
| Participant deferral / active EE | $5,563 | $2,712+105.2% | $3,311+68.0% | $3,356+65.8% |
| Admin fee / account holder | $6 | $126-95.5% | $5,131-99.9% | $115-95.1% |