Filed August 5, 2006
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 |
|---|---|---|
GBQ PARTNERS1 year Filed as: GBQ Service code 24 · EIN 75-6769709 | Discretionary Trustee | $61,082 |
Filed as: PRINCIPAL LIFE INSURANCE Service code 14 · EIN 42-0127290 | Plan Administrator | $12,584 |
Filed as: SHEPHERD FINANCIAL Service code 28 · EIN 82-0759826 | Investment Management | $8,698 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,037,180 | $80,781+1183.9% | $102,437+912.5% | $74,478+1292.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 69.84% | 27.58%+42.3pp | 24.95%+44.9pp | 1370.56%-1300.7pp |
| Employer contribution / active EE | $23,531 | $3,160+644.6% | $3,871+507.9% | $2,626+796.0% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $441 | $2,372-81.4% | $8,388-94.7% | $1,946-77.3% |