Filed November 16, 2005
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 66 | Other insurance wrap fees; Insurance ... | $7,513 |
Filed as: FRAGASSO GROUP INC. Service code 26 · EIN 25-1773014 | Advisory (Participants) | $5,528 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 38 · EIN 35-0145825 | Participant Communication | $1,035 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,040 | $55,437-71.1% | $155,534-89.7% | $74,459-78.5% |
| Participation rate | 72.4% | 61.9%+10.5pp | 78.2%-5.9pp | 67.2%+5.1pp |
| Annual return | 14.05% | 269.58%-255.5pp | 64.92%-50.9pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $670 | $2,266-70.5% | $4,675-85.7% | $2,626-74.5% |
| Participant deferral / active EE | $1,822 | $2,837-35.8% | $5,630-67.6% | $4,350-58.1% |
| Admin fee / account holder | $41 | $1,742-97.6% | $15,900-99.7% | $1,945-97.9% |