Filed October 18, 2004 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $134,659 |
MELTON & MELTON LLP3 years Filed as: MELTON & MELTON, LLP Service code 10 · EIN 74-1550819 | Accounting | $55,000 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $38,004 |
AON CONSULTING2 years Filed as: AON Service code 16 · EIN 22-2232264 | Consulting | $20,431 |
OGLETREE DEAKINS1 year Filed as: OGLETREE DEAKINS NASH SMOAK & STEW Service code 29 · EIN 57-1044820 | Legal | $11,691 |
Form 5500 reported that benefits due were not provided when due.
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 | $66,305 | $126,111-47.4% | $142,562-53.5% | $80,187-17.3% |
| Participation rate | 93.2% | 87.5%+5.7pp | 76.8%+16.5pp | 72.9%+20.3pp |
| Annual return | 19.44% | 23.39%-4.0pp | 20.13%-0.7pp | 40.40%-21.0pp |
| Employer contribution / active EE | $3,794 | $6,430-41.0% | $4,841-21.6% | $2,980+27.3% |
| Participant deferral / active EE | $6,443 | $7,822-17.6% | $6,280+2.6% | $5,016+28.5% |
| Admin fee / account holder | $89 | $92-3.1% | $10,012-99.1% | $145-38.3% |