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 |
|---|---|---|
Filed as: FIDUCIARY PLAN PARTNERS LLC DBA FID Service code 27 900 SOUTH AVE WEST · WESTFIELD, NJ 07090 | Advisory (Plan) | $22,499 |
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $13,181 |
GATEWAY ADVISORY, LLC8+ years Filed as: GATEWAY ADVISORY LLC Service code 27 900 SOUTH AVE W · WESTFIELD, NJ 07090 | Advisory (Plan) | $7,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,138 | $45,959-34.4% | $91,225-67.0% | $77,906-61.3% |
| Participation rate | 86.7% | 66.3%+20.4pp | 73.2%+13.5pp | 73.7%+13.0pp |
| Annual return | -16.27% | -5.32%-10.9pp | 114.12%-130.4pp | 12.16%-28.4pp |
| Employer contribution / active EE | $0 | $1,451-100.0% | $2,851-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $1,648 | $3,283-49.8% | $4,233-61.1% | $4,805-65.7% |
| Admin fee / account holder | $34 | $99-65.3% | $5,422-99.4% | $133-74.2% |