Filed January 18, 2006 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH ENHANCEMENT ADVISORY Service code 26 30 LIBERTY BOULEVARD, SUITE 200 · MALVERN, PA 19355 | Advisory (Participants) | $27,523 |
PENSERV PLAN SERVICES, INC.5 years Filed as: PENSERV PLAN SERVICES Service code 15 102 TRADE ZONE DRIVE · WEST COLUMBIA, SC 29170 | Recordkeeping | $15,250 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $7,662 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $109,886 | $69,708+57.6% | $67,560+62.7% | $74,478+47.5% |
| Participation rate | 86.1% | 71.4%+14.7pp | 72.9%+13.2pp | 67.2%+18.9pp |
| Annual return | 17.88% | -40.67%+58.6pp | 3533.50%-3515.6pp | 1370.56%-1352.7pp |
| Employer contribution / active EE | $2,597 | $2,715-4.3% | $2,737-5.1% | $2,626-1.1% |
| Participant deferral / active EE | $4,348 | $3,637+19.6% | $4,004+8.6% | $4,3500% |
| Admin fee / account holder | $225 | $887-74.6% | $3,994-94.4% | $1,946-88.4% |