Filed January 19, 2006 (most recent of 4 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 64 · EIN 71-0294708 | Recordkeeping Fees | $110,042 |
ANDCO CONSULTING5 years Filed as: ANDCO Service code 99 · EIN 59-3676225 | Other Fees | $34,500 |
DELUZIO & COMPANY, LLP4 years Filed as: DELUZIO AND COMPANY Service code 99 · EIN 45-3941203 | Other Fees | $7,200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,997 | $81,908-4.8% | $90,749-14.1% | $64,808+20.4% |
| Participation rate | 93.8% | 80.5%+13.4pp | 75.7%+18.1pp | 71.5%+22.4pp |
| Annual return | -14.70% | -12.53%-2.2pp | -12.16%-2.5pp | 32.82%-47.5pp |
| Employer contribution / active EE | $2,409 | $3,065-21.4% | $2,921-17.5% | $2,506-3.9% |
| Participant deferral / active EE | $2,141 | $4,840-55.8% | $4,564-53.1% | $4,310-50.3% |
| Admin fee / account holder | $221 | $157+40.7% | $8,445-97.4% | $188+17.8% |