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.
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| Provider | Service type | Compensation |
|---|---|---|
HOOVER FINANCIAL ADVISORS2 years Filed as: HOOVER FINANCIAL ADVISORS, INC. Service code 26 · EIN 20-2086231 | Advisory (Participants) | $21,000 |
Filed as: PENSERV PLAN SERVICES Service code 15 102 TRADE ZONE DRIVE · WEST COLUMBIA, SC 29170 | Recordkeeping | $9,035 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $93,639 | $65,322+43.3% | $70,494+32.8% | $73,497+27.4% |
| Participation rate | 90.6% | 77.0%+13.7pp | 75.1%+15.6pp | 70.7%+19.9pp |
| Annual return | 11.88% | 15.71%-3.8pp | 109.16%-97.3pp | 28.51%-16.6pp |
| Employer contribution / active EE | $2,520 | $2,460+2.5% | $2,738-8.0% | $2,270+11.0% |
| Participant deferral / active EE | $4,927 | $3,375+46.0% | $3,711+32.8% | $3,740+31.7% |
| Admin fee / account holder | $171 | $214-20.2% | $3,848-95.6% | $513-66.7% |