Filed May 2, 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 |
|---|---|---|
GATEWAY ADVISORY, LLC1+ years Filed as: GATEWAY ADVISORY LLC Service code 27 900 SOUTH AVENUE WEST · WESTFIELD, NJ 07090 | Advisory (Plan) | $36,108 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,313 |
DIALAMERICA MARKETING, INC1+ years Filed as: DIALAMERICA MARKETING, INC. Service code 99 960 MACARTHUR BLVD · MAHWAH, NJ 07495 | Other Fees | $5,243 |
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,914 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,428 | $32,913+22.8% | $80,004-49.5% | $59,188-31.7% |
| Participation rate | 37.8% | 56.9%-19.1pp | 73.0%-35.2pp | 69.4%-31.6pp |
| Annual return | 0.35% | 1.16%-0.8pp | 7.63%-7.3pp | 5.51%-5.2pp |
| Employer contribution / active EE | $185 | $789-76.6% | $2,473-92.5% | $2,098-91.2% |
| Participant deferral / active EE | $1,205 | $1,686-28.6% | $3,204-62.4% | $3,265-63.1% |
| Admin fee / account holder | $82 | $40+104.5% | $5,033-98.4% | $92-11.2% |