Filed March 15, 2012
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 |
|---|---|---|
VICUS CAPITAL1+ years Filed as: VICUS CAPITAL FBO MICHAEL WEIS Service code 15 476 ROLLING RIDGE DR STE 315 · STATE COLLEGE, PA 16801 | Recordkeeping | $14,048 |
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $11,976 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,369 | $54,320-64.3% | $67,652-71.4% | $52,331-63.0% |
| Participation rate | 84.7% | 73.6%+11.1pp | 75.7%+9.0pp | 68.1%+16.6pp |
| Annual return | 0.69% | 6.81%-6.1pp | 6625.40%-6624.7pp | 4.54%-3.8pp |
| Employer contribution / active EE | $499 | $1,544-67.7% | $2,266-78.0% | $1,882-73.5% |
| Participant deferral / active EE | $1,757 | $2,950-40.5% | $3,560-50.7% | $3,022-41.9% |
| Admin fee / account holder | $154 | $527-70.7% | $4,821-96.8% | $592-73.9% |