Filed February 17, 2015 (most recent of 2 filings on file)
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: BEIRNE WEALTH CONSULTING LLC Service code 99 | Other Fees | $7,209 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RET PLAN SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,701 |
PENSIONS PLUS, INC.3 years Filed as: PENSIONS INC DBA PENSIONS PLUS Service code 13 · EIN 81-4249523 | Contract Administrator | $1,800 |
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD · ST. LOUSI, MO 63131 | Advisory (Plan) | $1,295 |
MORNINGSTAR5+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,082 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,082 |
Filed as: BEIRNE WEALTH CONSULTING, LLC Service code 99 · EIN 37-1707957 | Other Fees | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,729 | $52,967-57.1% | $172,753-86.8% | $65,186-65.1% |
| Participation rate | 53.8% | 66.2%-12.4pp | 82.6%-28.8pp | 70.2%-16.4pp |
| Annual return | 18.81% | 30.12%-11.3pp | 803.00%-784.2pp | 29.39%-10.6pp |
| Employer contribution / active EE | $1,210 | $2,190-44.8% | $5,144-76.5% | $2,177-44.4% |
| Participant deferral / active EE | $1,219 | $2,471-50.7% | $5,198-76.6% | $3,514-65.3% |
| Admin fee / account holder | $154 | $472-67.5% | $13,956-98.9% | $847-81.9% |