Filed July 1, 2005
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 37 · EIN 04-2647786 | Loan Processing | $239,733 |
RETIREMENT FUND MGMT4+ years Filed as: RETIREMENT FUND MANAGEMENT LLC Service code 27 · EIN 58-2223362 | Advisory (Plan) | $68,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,990 |
WINDHAM BRANNON3 years Service code 10 · EIN 58-1763439 | Accounting | $20,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,514 | $110,258-3.4% | $102,460+4.0% | $200,096-46.8% |
| Participation rate | 88.5% | 86.3%+2.2pp | 76.5%+12.0pp | 72.0%+16.5pp |
| Annual return | 15.35% | 35.78%-20.4pp | 29.47%-14.1pp | 34.26%-18.9pp |
| Employer contribution / active EE | $2,974 | $3,605-17.5% | $3,025-1.7% | $3,038-2.1% |
| Participant deferral / active EE | $6,161 | $6,377-3.4% | $5,056+21.8% | $5,090+21.0% |
| Admin fee / account holder | $143 | $122+16.9% | $9,460-98.5% | $269-46.9% |