Filed January 7, 2013
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 |
|---|---|---|
VITAL WEALTH MANAGEMENT8 years Service code 27 9501 W DEVON AVE · ROSEMONT, IL 60018 | Advisory (Plan) | $32,542 |
NEWPORT GROUP, INC.3 years Service code 37 · EIN 27-2037969 | Loan Processing | $18,298 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $105,708 | $69,708+51.6% | $67,560+56.5% | $74,478+41.9% |
| Participation rate | 56.6% | 71.4%-14.8pp | 72.9%-16.3pp | 67.2%-10.6pp |
| Annual return | 16.90% | -40.67%+57.6pp | 3533.50%-3516.6pp | 1370.56%-1353.7pp |
| Employer contribution / active EE | $2,867 | $2,715+5.6% | $2,737+4.8% | $2,626+9.2% |
| Participant deferral / active EE | $3,474 | $3,637-4.5% | $4,004-13.2% | $4,350-20.1% |
| Admin fee / account holder | $386 | $887-56.5% | $3,994-90.3% | $1,946-80.2% |