Filed January 1, 2012 (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 |
|---|---|---|
GOOD LIFE ADVISORS, LLC6 years Service code 15 · EIN 47-1058535 | Recordkeeping | $74,714 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,750 |
ADP BROKER-DEALER9 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,185 | $88,982-5.4% | $102,438-17.8% | $77,671+8.4% |
| Participation rate | 83.7% | 80.9%+2.8pp | 76.5%+7.2pp | 70.6%+13.1pp |
| Annual return | 14.97% | 25.01%-10.0pp | 29.37%-14.4pp | 31.21%-16.2pp |
| Employer contribution / active EE | $2,675 | $2,698-0.9% | $3,024-11.5% | $2,726-1.9% |
| Participant deferral / active EE | $7,593 | $5,144+47.6% | $5,054+50.3% | $4,648+63.4% |
| Admin fee / account holder | $224 | $236-4.9% | $9,448-97.6% | $430-47.9% |