Filed July 14, 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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $39,717 |
COLONIAL TRUST ADVISORS2 years Service code 27 · EIN 57-1059854 | Advisory (Plan) | $35,429 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $10,149 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $17 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,326 | $79,209-17.5% | $102,434-36.2% | $74,459-12.3% |
| Participation rate | 64.3% | 74.8%-10.5pp | 76.5%-12.2pp | 67.2%-2.9pp |
| Annual return | 10.68% | 54.98%-44.3pp | 29.46%-18.8pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $2,506 | $2,362+6.1% | $3,023-17.1% | $2,626-4.6% |
| Participant deferral / active EE | $5,220 | $4,417+18.2% | $5,055+3.3% | $4,350+20.0% |
| Admin fee / account holder | $449 | $2,002-77.6% | $9,462-95.3% | $1,945-76.9% |