Filed May 25, 2005 (most recent of 3 filings on file)
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 60 · EIN 04-2647786 | Sub-TA Fees | $979,796 |
MERCER2 years Service code 27 · EIN 30-0282430 | Advisory (Plan) | $125,583 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $122,063 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 27 · EIN 27-4411131 | Advisory (Plan) | $67,500 |
ARY ROEPCKE MULCHAEY, P.C.3 years Service code 10 · EIN 52-2370901 | Accounting | $45,000 |
BAKERHOSTETLER5 years Service code 29 · EIN 34-0082025 | Legal | $31,718 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $63,154 | $118,441-46.7% | $151,634-58.4% | $89,433-29.4% |
| Participation rate | 98.4% | 88.0%+10.4pp | 87.5%+10.9pp | 71.3%+27.1pp |
| Annual return | -15.62% | -9.10%-6.5pp | 3.32%-18.9pp | -11.88%-3.7pp |
| Employer contribution / active EE | $3,025 | $4,770-36.6% | $6,165-50.9% | $3,021+0.1% |
| Participant deferral / active EE | $6,709 | $7,648-12.3% | $8,363-19.8% | $5,125+30.9% |
| Admin fee / account holder | $55 | $90-38.4% | $11,614-99.5% | $79-30.5% |