Filed May 5, 2004
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 13 · EIN 06-1050034 | Contract Administrator | $198,190 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPLP Service code 16 · EIN 95-2834236 | Consulting | $60,000 |
FEDEX1 year Filed as: FEDEX OFFICE Service code 49 · EIN 77-0433330 | Other Services | $14,085 |
Service code 10 · EIN 23-2655612 | Accounting | $13,751 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,996 | $23,734-11.5% | $69,182-69.7% | $65,292-67.8% |
| Participation rate | 40.4% | 33.1%+7.3pp | 55.1%-14.7pp | 72.4%-32.0pp |
| Annual return | 4.86% | 19.78%-14.9pp | -21.93%+26.8pp | 11.84%-7.0pp |
| Employer contribution / active EE | $143 | $294-51.4% | $1,206-88.1% | $2,302-93.8% |
| Participant deferral / active EE | $417 | $695-40.1% | $1,897-78.0% | $3,579-88.4% |
| Admin fee / account holder | $92 | $58+57.9% | $2,697-96.6% | $57+61.0% |