Filed July 12, 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 |
|---|---|---|
Service code 29 · EIN 93-4494324 | Legal | $4,951,869 |
BEUS GILBERT MCGRODER1 year Service code 29 · EIN 86-0901734 | Legal | $2,509,320 |
ATERA CAPITAL, LLC1 year Service code 29 · EIN 83-3774421 | Legal | $479,250 |
Filed as: PREVIANT Service code 29 · EIN 39-1211596 | Legal | $162,945 |
HEMMING MORSE1 year Service code 29 · EIN 30-0702322 | Legal | $69,635 |
VANDERWALKER REPORTING1 year Service code 29 · EIN 45-3812452 | Legal | $10,307 |
ACE DISCOVERY1 year Service code 29 · EIN 87-4073613 | Legal | $8,124 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,999 | $133,922-96.3% | $116,228-95.7% | $142,382-96.5% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.6%-74.6pp | 80.1%-80.1pp |
| Annual return | 0.00% | 147.76%-147.8pp | 90.06%-90.1pp | 217.08%-217.1pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $5,672-100.0% | $4,953-100.0% | $6,507-100.0% |
| Admin fee / account holder | $5,150 | $14,945-65.5% | $11,989-57.0% | $12,624-59.2% |