Filed April 8, 2008
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 |
|---|---|---|
J KNIPPER & COMPANY INC1 year Service code 99 ONE HEALTHCARE WAY · LAKEWOOD, NJ 08701 | Other Fees | $18,800 |
JUMP PERRY & CO LLP1 year Filed as: JUMP PERRY AND COMPANY LLP Service code 99 12 LEXINGTON AVE · TOMS RIVER, NJ 08753 | Other Fees | $18,800 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,862 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,217 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $45,855 | $122,128-62.5% | $147,080-68.8% | $199,960-77.1% |
| Participation rate | 54.8% | 78.2%-23.3pp | 82.2%-27.3pp | 72.0%-17.2pp |
| Annual return | 13.42% | 30.58%-17.2pp | 420.17%-406.8pp | 34.28%-20.9pp |
| Employer contribution / active EE | $285 | $4,093-93.0% | $4,933-94.2% | $3,036-90.6% |
| Participant deferral / active EE | $3,138 | $8,484-63.0% | $8,066-61.1% | $5,087-38.3% |
| Admin fee / account holder | $74 | $180-58.6% | $12,989-99.4% | $269-72.4% |