Filed January 3, 2011
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 |
|---|---|---|
DYNAMIC PENSION SERVICES, INC.1+ years Filed as: DYNAMIC PENSION SERVICES INC Service code 12 · EIN 31-1585572 2176 HEWITT AVE · KETTERING, OH 45440 | Recordkeeping and information managem... | $19,320 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 22 · EIN 13-2638166 1000 HARBOR BLVD · WEEHAUKEN, NJ 07087 | Insurance Broker | $16,628 |
TWG BENEFITS, INC.1+ years Filed as: TWG Service code 15 · EIN 36-4028918 1111 EAST TOUHY AVE · DES PLAINES, IL 60018 | Recordkeeping | $6,362 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,614 | $37,039-52.4% | $147,617-88.1% | $59,188-70.2% |
| Participation rate | 19.8% | 63.8%-44.0pp | 84.6%-64.9pp | 69.4%-49.7pp |
| Annual return | -0.64% | 7.19%-7.8pp | 61.98%-62.6pp | 5.51%-6.1pp |
| Employer contribution / active EE | $166 | $1,353-87.7% | $5,564-97.0% | $2,098-92.1% |
| Participant deferral / active EE | $486 | $2,094-76.8% | $4,895-90.1% | $3,265-85.1% |
| Admin fee / account holder | $177 | $60+193.3% | $11,612-98.5% | $92+91.5% |