Filed October 18, 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 |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $37,582 |
INVESTACORP1+ years Filed as: INVESTACORP ADVISORY SERVICES Service code 27 4400 BISCAYNE BLVD., 11TH FLOOR · MIAMI, FL 33137 | Advisory (Plan) | $33,589 |
INTERSERV, LLC1+ years Service code 27 307 UNIVERSITY BLVD. N. · MOBILE, AL 36688 | Advisory (Plan) | $6,577 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,440 | $107,378-46.5% | $108,582-47.1% | $57,658-0.4% |
| Participation rate | 85.4% | 77.1%+8.3pp | 79.6%+5.8pp | 70.2%+15.2pp |
| Annual return | 22.09% | 12.80%+9.3pp | -51.70%+73.8pp | 5.13%+17.0pp |
| Employer contribution / active EE | $515 | $1,782-71.1% | $3,758-86.3% | $1,974-73.9% |
| Participant deferral / active EE | $2,183 | $3,221-32.2% | $4,311-49.4% | $3,061-28.7% |
| Admin fee / account holder | $195 | $108+79.6% | $7,645-97.5% | $95+106.1% |