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 27 · EIN 47-1411118 | Advisory (Plan) | $17,394 |
PPS PENSION & FINANCIAL SERVICES7+ years Filed as: PPS PENSION & FINANCIAL SVS, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $7,514 |
PPS PENSION & FINANCIAL SERVICES7+ years Filed as: PPS PENSION & FINANCIAL SERV., INC. Service code 13 | Contract Administrator | $6,424 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,173 |
PPS PENSION & FINANCIAL SERVICES7+ years Filed as: PPS PENSION & FINANCIAL SERV.,INC. Service code 14 | Plan Administrator | $475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,074 | $61,156+12.9% | $185,823-62.8% | $79,386-13.0% |
| Participation rate | 42.6% | 66.6%-24.1pp | 81.7%-39.1pp | 70.7%-28.1pp |
| Annual return | 12.71% | 19.45%-6.7pp | 122.05%-109.3pp | 116.85%-104.1pp |
| Employer contribution / active EE | $712 | $2,321-69.3% | $5,167-86.2% | $2,427-70.7% |
| Participant deferral / active EE | $1,740 | $2,789-37.6% | $5,568-68.8% | $4,046-57.0% |
| Admin fee / account holder | $290 | $710-59.1% | $16,237-98.2% | $626-53.6% |