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 |
|---|---|---|
Service code 13 · EIN 31-1585572 2176 HEWITT AVE, STE A · KETTERING, OH 45440 | Contract Administrator | $17,247 |
TWG BENEFITS, INC.1 year Service code 64 · EIN 36-4028918 400 SKOKIE BLVD., STE 415 · NORTHBROOK, IL 60062 | Recordkeeping Fees | $14,338 |
IRONSHORE FINANCIAL, LLC1 year Service code 51 · EIN 82-5023101 411 WALNUT STREET, #16760 · GREEN COVE SPRINGS, FL 32043 | Investment Mgmt Fees | $13,000 |
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS Service code 27 · EIN 65-0173164 5155 PEACHTREE PARKWAY · NORCROSS, GA 30092 | Advisory (Plan) | $6,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,259 | $47,456-48.9% | $172,739-86.0% | $77,787-68.8% |
| Participation rate | 17.8% | 66.3%-48.5pp | 82.6%-64.8pp | 73.2%-55.4pp |
| Annual return | 13.75% | 35.57%-21.8pp | 802.84%-789.1pp | 32.57%-18.8pp |
| Employer contribution / active EE | $160 | $1,574-89.8% | $5,143-96.9% | $2,504-93.6% |
| Participant deferral / active EE | $438 | $2,560-82.9% | $5,198-91.6% | $3,967-89.0% |
| Admin fee / account holder | $211 | $81+161.0% | $13,954-98.5% | $100+110.8% |