Filed April 4, 2013
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 16 · EIN 84-0467907 | Consulting | $6,000 |
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 | $205,912 | $81,961+151.2% | $141,200+45.8% | $89,609+129.8% |
| Participation rate | 92.3% | 64.9%+27.5pp | 82.5%+9.9pp | 69.6%+22.8pp |
| Annual return | 24.37% | 36.14%-11.8pp | 71.41%-47.0pp | 33.65%-9.3pp |
| Employer contribution / active EE | $5,911 | $2,268+160.7% | $4,736+24.8% | $2,584+128.7% |
| Participant deferral / active EE | $14,602 | $5,316+174.7% | $6,710+117.6% | $4,222+245.8% |
| Admin fee / account holder | $0 | $68-99.4% | $10,265-100.0% | $72-99.4% |