Filed November 9, 2005 (most recent of 2 filings on file)
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 52 · EIN 04-1590850 | Indirect Investment Fees | $11,097 |
PPS PENSION & FINANCIAL SERVICES2+ years Filed as: PPS PENSION & FINANCIAL SVS, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $10,087 |
PPS PENSION & FINANCIAL SERVICES2+ years Filed as: PPS PENSION & FINANCIAL SERV., INC. Service code 13 | Contract Administrator | $1,853 |
PPS PENSION & FINANCIAL SERVICES2+ years Filed as: PPS PENSION & FINANCIAL SERV.,INC. Service code 13 | Contract Administrator | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,195 | $46,732-14.0% | $156,551-74.3% | $55,167-27.1% |
| Participation rate | 52.9% | 65.8%-12.9pp | 84.0%-31.1pp | 69.0%-16.1pp |
| Annual return | 5.36% | 17.72%-12.4pp | 32.23%-26.9pp | 169.23%-163.9pp |
| Employer contribution / active EE | $712 | $2,105-66.2% | $5,501-87.1% | $1,963-63.7% |
| Participant deferral / active EE | $1,706 | $2,204-22.6% | $4,871-65.0% | $3,054-44.1% |
| Admin fee / account holder | $159 | $418-62.1% | $13,028-98.8% | $504-68.5% |