Filed February 27, 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $96,601 |
Service code 27 · EIN 22-3623353 | Advisory (Plan) | $36,173 |
THE BENEFIT PRACTICE10+ years Service code 12 · EIN 13-4144565 | Other fees; Claims processing; Other ... | $17,072 |
Filed as: J.P. MORGAN SECURITIES LLC Service code 27 | Advisory (Plan) | $13,299 |
Filed as: J. P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,413 | $101,672-21.9% | $147,117-46.0% | $74,478+6.6% |
| Participation rate | 94.9% | 75.5%+19.4pp | 82.2%+12.7pp | 67.2%+27.7pp |
| Annual return | 14.21% | 8757.83%-8743.6pp | 420.54%-406.3pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $1,941 | $3,813-49.1% | $4,932-60.7% | $2,626-26.1% |
| Participant deferral / active EE | $12,794 | $7,305+75.1% | $8,065+58.6% | $4,350+194.1% |
| Admin fee / account holder | $379 | $1,753-78.4% | $12,993-97.1% | $1,946-80.5% |