Filed July 16, 2006 (most recent of 2 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$5,777 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $117,808 | $107,415+9.7% | $135,998-13.4% | $80,187+46.9% |
| Participation rate | 56.3% | 78.0%-21.7pp | 81.9%-25.6pp | 72.9%-16.6pp |
| Annual return | 19.64% | 91.99%-72.4pp | 68.37%-48.7pp | 40.40%-20.8pp |
| Employer contribution / active EE | $409 | $3,878-89.4% | $4,860-91.6% | $2,980-86.3% |
| Participant deferral / active EE | $5,930 | $8,189-27.6% | $7,761-23.6% | $5,016+18.2% |
| Admin fee / account holder | $78 | $127-38.3% | $10,769-99.3% | $145-46.0% |