Filed October 18, 2004
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 |
|---|---|---|
THE BERWYN GROUP1 year Filed as: BERWYN GROUP Service code 49 2 SUMMIT PARK DRIVE, SUITE 610 · INDEPENDENCE, OH 441312565 | Other Services | $0 |
GROOM LAW GROUP4+ years Service code 29 · EIN 52-1219029 | Legal | $0 |
PEI1 year Service code 27 · EIN 22-3189064 | Advisory (Plan) | $0 |
Filed as: TAI SSC Service code 30 5241 CALIFORNIA BLVD., SUITE 200 · IRVINE, CA 92617 | Direct payment from the plan; Employe... | $0 |
VOLT MANAGEMENT CORP1 year Filed as: VOLT Service code 49 · EIN 13-3568039 | Other Services | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $18,026,966-100.0% | $336,864-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 1.8%-1.8pp |
| Annual return | -0.36% | -1.65%+1.3pp | -3.29%+2.9pp | 0.19%-0.5pp |
| Employer contribution / active EE | $1,785 | $15,083-88.2% | $36,762-95.1% | $13,763-87.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $11-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $6,121-100.0% | $426-100.0% |