Filed November 7, 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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $79,808 |
ALESCO ADVISORS7 years Filed as: ALESCO ADVISORS LLC Service code 15 · EIN 16-1579300 | Recordkeeping | $45,200 |
ADP BROKER-DEALER7 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 | $25,568 | $50,919-49.8% | $155,556-83.6% | $77,762-67.1% |
| Participation rate | 84.1% | 63.1%+21.0pp | 78.2%+5.8pp | 70.6%+13.5pp |
| Annual return | 12.14% | 34.84%-22.7pp | 64.84%-52.7pp | 31.27%-19.1pp |
| Employer contribution / active EE | $788 | $1,991-60.4% | $4,675-83.1% | $2,728-71.1% |
| Participant deferral / active EE | $3,016 | $2,824+6.8% | $5,631-46.4% | $4,651-35.2% |
| Admin fee / account holder | $158 | $437-63.8% | $15,885-99.0% | $433-63.5% |