Filed September 18, 2006
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 04-2647786 | Consulting | $784,607 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $233,092 | $96,261+142.1% | $76,768+203.6% | $68,904+238.3% |
| Participation rate | 98.6% | 87.0%+11.6pp | 77.0%+21.7pp | 74.1%+24.5pp |
| Annual return | 41.64% | -0.85%+42.5pp | 2.43%+39.2pp | 1.07%+40.6pp |
| Employer contribution / active EE | $8,874 | $3,303+168.7% | $2,485+257.0% | $2,540+249.3% |
| Participant deferral / active EE | $15,908 | $5,537+187.3% | $3,852+313.0% | $4,015+296.2% |
| Admin fee / account holder | $31 | $73-56.9% | $6,676-99.5% | $71-55.9% |