Filed May 17, 2008
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 | $2,664 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
AMERIPRISE FINANCIAL SERVICES INC10+ years Filed as: AMERIPRISE FINANCIAL Service code 49 17028 N BOSWELL BLVD · SUN CITY, AZ 85373 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,864 | $59,467+46.1% | $93,727-7.3% | $74,478+16.6% |
| Participation rate | 77.8% | 59.6%+18.2pp | 68.7%+9.1pp | 67.2%+10.6pp |
| Annual return | 14.13% | 82.14%-68.0pp | 133.83%-119.7pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $122 | $1,267-90.4% | $2,421-95.0% | $2,626-95.4% |
| Participant deferral / active EE | $4,512 | $3,052+47.9% | $4,417+2.2% | $4,350+3.7% |
| Admin fee / account holder | $14 | $3,028-99.5% | $8,292-99.8% | $1,946-99.3% |