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 15 · EIN 84-0467907 | Recordkeeping | $149,650 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,803 | $107,662+156.2% | $159,495+72.9% | $106,520+158.9% |
| Participation rate | 91.1% | 69.4%+21.8pp | 82.8%+8.3pp | 71.3%+19.8pp |
| Annual return | 17.84% | 22.17%-4.3pp | 263.72%-245.9pp | 19.28%-1.4pp |
| Employer contribution / active EE | $6,157 | $2,741+124.6% | $4,831+27.4% | $2,840+116.8% |
| Participant deferral / active EE | $15,730 | $6,799+131.4% | $7,354+113.9% | $4,948+217.9% |
| Admin fee / account holder | $9 | $69-86.6% | $10,804-99.9% | $75-87.6% |