Filed October 18, 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 |
|---|---|---|
TWG BENEFITS, INC.6 years Service code 64 · EIN 36-4028918 400 SKOKIE BLVD., STE 415 · NORTHBROOK, IL 60062 | Recordkeeping Fees | $10,690 |
Filed as: DYNAMIC PENSION SERVICES, INC Service code 13 · EIN 31-1585572 2176 HEWITT AVENUE, STE A · KETTERING, OH 45440 | Contract Administrator | $10,368 |
IRONSHORE FINANCIAL, LLC2 years Filed as: IRONSHORE FINANCIAL,LLC Service code 51 · EIN 82-5023101 411 WALNUT STREET, #16760 · GREEN COVE SPRINGS, FL 32043 | Investment Mgmt Fees | $5,000 |
SOUND SHORE2 years Filed as: SOUND FINANCIAL INVESTMENT MGMT Service code 16 · EIN 16-1639772 320 JAMES BOHANAN MEMORIAL DR. · VANDALIA, OH 45377 | Consulting | $5,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,025 | $65,908-72.7% | $81,812-78.0% | $77,643-76.8% |
| Participation rate | 85.3% | 65.8%+19.6pp | 72.3%+13.0pp | 70.6%+14.8pp |
| Annual return | 12.74% | 26.64%-13.9pp | 773.79%-761.0pp | 31.24%-18.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $2,912-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,264 | $3,505-6.9% | $4,319-24.4% | $4,647-29.8% |
| Admin fee / account holder | $120 | $526-77.2% | $7,386-98.4% | $430-72.2% |