Filed March 1, 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.
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| Provider | Service type | Compensation |
|---|---|---|
APPLE GROWTH PARTNERS1 year Filed as: APPLE ONE Service code 16 PO BOX 29048 · GLENDALE, CA 91209 | Consulting | $78,718 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,227 |
Filed as: FIDELITY Service code 16 · EIN 26-0058143 | Consulting | $34,773 |
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOTT DAVIS Service code 10 · EIN 57-0381582 | Accounting | $16,200 |
Service code 37 · EIN 04-3647786 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $54,544 | $43,504+25.4% | $68,612-20.5% | $56,289-3.1% |
| Participation rate | 0.0% | 67.8%-67.8pp | 72.2%-72.2pp | 69.9%-69.9pp |
| Annual return | -3.83% | -3.15%-0.7pp | -4.63%+0.8pp | -9.96%+6.1pp |
| Employer contribution / active EE | $0 | $1,525-100.0% | $2,625-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,843 | $2,509+132.9% | $3,311+76.5% | $3,350+74.4% |
| Admin fee / account holder | $86 | $515-83.4% | $5,131-98.3% | $521-83.6% |