Filed October 13, 2003
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 |
|---|---|---|
TRUST POINT INC2 years Filed as: TRUST POINT Service code 15 · EIN 39-0415000 | Recordkeeping | $59,566 |
HAWKINS ASH CPAS1 year Filed as: HAWKINS ASH CPAS, LLP Service code 10 · EIN 39-0912608 | Accounting | $8,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $121,289 | $138,393-12.4% | $184,256-34.2% | $80,959+49.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 12.70% | 20.01%-7.3pp | 28.85%-16.1pp | 35.67%-23.0pp |
| Employer contribution / active EE | $4,002 | $4,847-17.4% | $6,427-37.7% | $2,757+45.1% |
| Participant deferral / active EE | $7,977 | $7,076+12.7% | $9,133-12.7% | $4,300+85.5% |
| Admin fee / account holder | $608 | $10,489-94.2% | $13,899-95.6% | $6,925-91.2% |