Filed March 1, 2004 (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 |
|---|---|---|
SCANNELL WEALTH MANAGEMENT GROUP7+ years Service code 27 225 ABERDEEN DRIVE, SUITE A · VALPARAISO, IN 46385 | Advisory (Plan) | $71,893 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $68,439 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,831 | $46,332-9.7% | $143,799-70.9% | $64,819-35.5% |
| Participation rate | 87.6% | 64.2%+23.3pp | 80.3%+7.3pp | 71.5%+16.1pp |
| Annual return | -9.97% | -10.05%+0.1pp | -0.04%-9.9pp | 32.84%-42.8pp |
| Employer contribution / active EE | $1,477 | $1,911-22.7% | $4,952-70.2% | $2,507-41.1% |
| Participant deferral / active EE | $3,591 | $2,647+35.6% | $5,638-36.3% | $4,311-16.7% |
| Admin fee / account holder | $384 | $154+149.9% | $14,677-97.4% | $188+104.7% |