Filed April 30, 2009 (most recent of 3 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 15 · EIN 84-0467907 | Recordkeeping | $247,396 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $13,842 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING LLC Service code 99 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Other Fees | $7,500 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0467907 | Securities brokerage; Other investmen... | $570 |
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 | $88,352 | $144,879-39.0% | $111,319-20.6% | $93,010-5.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 77.3%+22.7pp | 73.9%+26.1pp |
| Annual return | 23.04% | 18.11%+4.9pp | 54.68%-31.6pp | 158.70%-135.7pp |
| Employer contribution / active EE | $1,901 | $3,052-37.7% | $2,732-30.4% | $2,705-29.7% |
| Participant deferral / active EE | $4,674 | $5,576-16.2% | $4,488+4.2% | $4,561+2.5% |
| Admin fee / account holder | $44 | $104-57.5% | $7,966-99.4% | $152-71.0% |