Filed April 30, 2013
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $42,064 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,661 | $37,117-52.4% | $147,618-88.0% | $55,191-68.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | -23.42% | 3.44%-26.9pp | 61.98%-85.4pp | 10.78%-34.2pp |
| Employer contribution / active EE | $1,689 | $1,620+4.3% | $5,564-69.6% | $1,899-11.0% |
| Participant deferral / active EE | $213 | $1,985-89.3% | $4,895-95.7% | $3,046-93.0% |
| Admin fee / account holder | $100 | $86+16.5% | $11,612-99.1% | $91+9.8% |