Filed October 16, 2007
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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 16 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Consulting | $13,500 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,856 |
INSERO & CO. CPAS, LLP1+ years Service code 10 · EIN 47-5324570 | Accounting | $11,200 |
WESTMINSTER CONSULTING, LLC1+ years Filed as: WESTMINSTER CONSULTING LLC Service code 16 11 CENTRE PARK · ROCHESTER, NY 14614 | Consulting | $10,000 |
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 | $119,352 | $71,957+65.9% | $67,652+76.4% | $59,188+101.6% |
| Participation rate | 99.7% | 82.7%+17.1pp | 75.7%+24.1pp | 69.4%+30.3pp |
| Annual return | 0.70% | 8.53%-7.8pp | 6625.40%-6624.7pp | 5.51%-4.8pp |
| Employer contribution / active EE | $6,312 | $2,432+159.6% | $2,266+178.6% | $2,098+200.9% |
| Participant deferral / active EE | $9,397 | $4,211+123.1% | $3,560+164.0% | $3,265+187.8% |
| Admin fee / account holder | $15 | $64-77.0% | $4,821-99.7% | $92-84.0% |