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 | $212,760 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC-RPLP Service code 16 · EIN 95-2834236 | Consulting | $60,000 |
W&W ACTUARIAL SERVICES, INC.2 years Service code 11 · EIN 23-2655612 | Actuarial | $14,139 |
Filed as: SCHNEIDER DOWNS & CO Service code 49 · EIN 25-1408703 | Other Services | $11,649 |
FEDEX2 years Filed as: FEDEX OFFICE Service code 49 · EIN 77-0433330 | Other Services | $8,651 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,826 | $27,687-10.3% | $73,550-66.2% | $177,276-86.0% |
| Participation rate | 36.1% | 34.9%+1.3pp | 54.9%-18.8pp | 74.8%-38.7pp |
| Annual return | 16.05% | 16.77%-0.7pp | -15.16%+31.2pp | 21.25%-5.2pp |
| Employer contribution / active EE | $146 | $291-49.8% | $1,219-88.0% | $2,479-94.1% |
| Participant deferral / active EE | $421 | $778-45.9% | $1,804-76.6% | $3,881-89.1% |
| Admin fee / account holder | $103 | $59+72.8% | $2,320-95.6% | $154-33.4% |