Filed June 8, 2009 (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 |
|---|---|---|
CADARET GRANT & CO INC3 years Service code 27 1 LINCOLN CTR 5TH FL · SYRACUSE, NY 13202 | Advisory (Plan) | $132,813 |
WALZ GROUP4+ years Service code 10 PO BOX 5555 · LANCASTER, PA 176065555 | Accounting | $15,600 |
Service code 13 47 PARK PL STE 850 · APPLETON, WI 549148233 | Contract Administrator | $6,600 |
MARKLEY ACTUARIAL SERVICES, INC.4+ years Filed as: MARKLEY ACTUARIAL SERVICES INC Service code 13 · EIN 23-2439467 26-28 WEST KING ST, STE 202 · LANCASTER, PA 17603 | Contract Administrator | $6,425 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $4,320 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $142,950 | $56,443+153.3% | $83,850+70.5% | $55,725+156.5% |
| Participation rate | 98.8% | 72.0%+26.8pp | 76.1%+22.7pp | 70.9%+27.9pp |
| Annual return | -4.74% | 393.67%-398.4pp | 850.92%-855.7pp | 244.93%-249.7pp |
| Employer contribution / active EE | $8,993 | $2,682+235.3% | $3,631+147.7% | $2,078+332.7% |
| Participant deferral / active EE | $5,197 | $2,965+75.3% | $4,082+27.3% | $3,356+54.9% |
| Admin fee / account holder | $358 | $156+129.2% | $5,478-93.5% | $115+210.8% |