Filed June 15, 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 |
|---|---|---|
ARGENT TRUST COMPANY9+ years Service code 13 · EIN 62-1437218 | Contract Administrator | $160,972 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $150,439 |
MANAGEMENT PLANNING, INC.2 years Filed as: MANAGEMENT PLANNING INC Service code 13 · EIN 21-0646362 | Contract Administrator | $42,974 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,707 | $36,489+115.7% | $80,669-2.4% | $103,657-24.1% |
| Participation rate | 48.3% | 39.1%+9.2pp | 67.0%-18.7pp | 73.4%-25.0pp |
| Annual return | 20.76% | 64.53%-43.8pp | 937.61%-916.9pp | 33.13%-12.4pp |
| Employer contribution / active EE | $1,309 | $1,018+28.6% | $2,724-51.9% | $3,216-59.3% |
| Participant deferral / active EE | $2,498 | $2,389+4.6% | $4,444-43.8% | $5,218-52.1% |
| Admin fee / account holder | $69 | $479-85.5% | $5,384-98.7% | $114-39.1% |