Filed January 9, 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.
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 5901 PEACHTREE DUNWOODY RD STE 170 · ATLANTA, GA 30328 | Contract Administrator | $44,414 |
MATRIX TRUST COMPANY1 year Service code 19 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $21,936 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $679 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,208 | $111,608-58.6% | $177,848-74.0% | $73,412-37.1% |
| Participation rate | 92.4% | 87.9%+4.5pp | 87.7%+4.7pp | 72.2%+20.2pp |
| Annual return | 22.79% | 18.23%+4.6pp | 48.33%-25.5pp | 59.30%-36.5pp |
| Employer contribution / active EE | $1,315 | $3,796-65.4% | $5,919-77.8% | $2,234-41.1% |
| Participant deferral / active EE | $2,712 | $6,199-56.3% | $7,714-64.8% | $3,806-28.7% |
| Admin fee / account holder | $42 | $166-74.7% | $12,431-99.7% | $158-73.5% |