Filed March 4, 2024 (most recent of 6 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $102,549 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $88,694 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW ASSURANCE Service code 10 · EIN 38-2492570 | Accounting | $16,000 |
SIGMA FINANCIAL CORPORATION10+ years Filed as: SIGMA FINANCIAL CORP Service code 61 · EIN 38-2472555 | Finders' fees / placement fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $22,826 | $48,744-53.2% | $93,696-75.6% | $199,960-88.6% |
| Participation rate | 71.0% | 63.7%+7.3pp | 68.7%+2.3pp | 72.0%-1.0pp |
| Annual return | 13.32% | 15.36%-2.0pp | 133.74%-120.4pp | 34.28%-21.0pp |
| Employer contribution / active EE | $343 | $1,140-69.9% | $2,422-85.8% | $3,036-88.7% |
| Participant deferral / active EE | $2,947 | $2,825+4.3% | $4,417-33.3% | $5,087-42.1% |
| Admin fee / account holder | $57 | $195-70.8% | $8,287-99.3% | $269-78.8% |