Filed February 5, 2010 (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.
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| Provider | Service type | Compensation |
|---|---|---|
RUBY FULLER WEALTH MANAGEMENT3+ years Service code 27 175 MONTROSE WEST AVENUE · AKRON, OH 44321 | Advisory (Plan) | $38,139 |
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $1,381 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $118,720 | $50,385+135.6% | $75,501+57.2% | $62,293+90.6% |
| Participation rate | 72.6% | 67.7%+4.9pp | 72.4%+0.2pp | 69.5%+3.1pp |
| Annual return | 15.18% | 19.90%-4.7pp | 27.35%-12.2pp | 28.90%-13.7pp |
| Employer contribution / active EE | $1,087 | $1,537-29.3% | $2,352-53.8% | $2,042-46.8% |
| Participant deferral / active EE | $3,993 | $2,445+63.3% | $3,142+27.1% | $3,169+26.0% |
| Admin fee / account holder | $302 | $384-21.4% | $5,801-94.8% | $479-37.0% |