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 | $9,000 |
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 | $240,627 | $97,541+146.7% | $149,751+60.7% | $106,273+126.4% |
| Participation rate | 92.9% | 66.8%+26.0pp | 82.5%+10.4pp | 70.8%+22.1pp |
| Annual return | 18.22% | 24.23%-6.0pp | 276.71%-258.5pp | 21.70%-3.5pp |
| Employer contribution / active EE | $5,815 | $2,504+132.2% | $4,646+25.2% | $2,722+113.6% |
| Participant deferral / active EE | $14,666 | $6,023+143.5% | $6,843+114.3% | $4,601+218.7% |
| Admin fee / account holder | $1 | $72-99.2% | $9,312-100.0% | $78-99.3% |