Filed May 22, 2008
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 |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 12 · EIN 23-3038464 | Participant communication; Participan... | $12,827 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,471 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,118 | $79,694-78.5% | $96,171-82.2% | $79,391-78.4% |
| Participation rate | 92.5% | 54.0%+38.5pp | 68.4%+24.1pp | 70.7%+21.8pp |
| Annual return | 11.12% | 40.84%-29.7pp | 192.04%-180.9pp | 116.88%-105.8pp |
| Employer contribution / active EE | $1,150 | $1,443-20.3% | $2,799-58.9% | $2,428-52.6% |
| Participant deferral / active EE | $3,902 | $2,539+53.7% | $4,350-10.3% | $4,046-3.6% |
| Admin fee / account holder | $114 | $630-81.9% | $5,538-97.9% | $627-81.8% |