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 |
|---|---|---|
PPS PENSION & FINANCIAL SERVICES3+ years Filed as: PPS PENSION & FINANCIAL SVS, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $10,447 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,910 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,525 |
PPS PENSION & FINANCIAL SERVICES3+ years Filed as: PPS PENSION & FINANCIAL SERV., INC. Service code 13 | Contract Administrator | $1,906 |
PPS PENSION & FINANCIAL SERVICES3+ 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).
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 | $46,743 | $55,453-15.7% | $170,435-72.6% | $62,293-25.0% |
| Participation rate | 52.8% | 66.4%-13.6pp | 83.6%-30.8pp | 69.5%-16.7pp |
| Annual return | 17.21% | 21.38%-4.2pp | 205.94%-188.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $709 | $2,164-67.2% | $5,432-86.9% | $2,042-65.3% |
| Participant deferral / active EE | $1,672 | $2,303-27.4% | $4,939-66.2% | $3,169-47.3% |
| Admin fee / account holder | $210 | $455-53.9% | $13,881-98.5% | $479-56.3% |