Filed November 29, 2005
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 |
|---|---|---|
CORPORATE BENEFIT SOLUTIONS LLC2+ years Filed as: CORPORATE BENEFIT SOLUTIONS, LLC Service code 27 · EIN 26-2782952 | Advisory (Plan) | $27,405 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: REGENCY RETIREMENT PLAN CONSULTANTS Service code 70 · EIN 32-0351441 | Consulting Fees | $14,757 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $10,925 |
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 | $31,762 | $23,734+33.8% | $69,182-54.1% | $65,292-51.4% |
| Participation rate | 11.9% | 33.1%-21.2pp | 55.1%-43.2pp | 72.4%-60.6pp |
| Annual return | 7.42% | 19.78%-12.4pp | -21.93%+29.4pp | 11.84%-4.4pp |
| Employer contribution / active EE | $99 | $294-66.4% | $1,206-91.8% | $2,302-95.7% |
| Participant deferral / active EE | $324 | $695-53.4% | $1,897-82.9% | $3,579-91.0% |
| Admin fee / account holder | $15 | $58-74.4% | $2,697-99.4% | $57-73.9% |