Filed February 14, 2019
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 |
|---|---|---|
401(K) ADVISORS INC1+ years Filed as: 401(K) ADVISORS, INC. Service code 27 120 VANTIS, SUITE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $66,667 |
MORNINGSTAR1+ years Service code 27 · EIN 52-1714114 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $49,107 |
CARR, RIGGS & INGRAM, LLC1+ years Filed as: CARR RIGGS & INGRAM Service code 10 PO BOX 311070 · ENTERPRISE, AL 36331 | Accounting | $34,500 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS INC Service code 27 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Advisory (Plan) | $26,009 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $502,366 | $68,092+637.8% | $73,309+585.3% | $59,188+748.8% |
| Participation rate | 24.8% | 78.1%-53.3pp | 74.9%-50.1pp | 69.4%-44.6pp |
| Annual return | 1.27% | 5.93%-4.7pp | 5.67%-4.4pp | 5.51%-4.2pp |
| Employer contribution / active EE | $4,937 | $2,018+144.6% | $3,237+52.5% | $2,098+135.3% |
| Participant deferral / active EE | $8,898 | $5,041+76.5% | $4,991+78.3% | $3,265+172.5% |
| Admin fee / account holder | $163 | $630-74.1% | $5,635-97.1% | $92+77.2% |