Filed June 24, 2008
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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC2+ years Service code 15 · EIN 27-3463733 | Recordkeeping | $11,955 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,027 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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).
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 | $20,666 | $60,165-65.7% | $74,184-72.1% | $55,167-62.5% |
| Participation rate | 71.1% | 74.2%-3.1pp | 76.6%-5.5pp | 69.0%+2.1pp |
| Annual return | 7.26% | 10.00%-2.7pp | 17.74%-10.5pp | 169.23%-162.0pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,490 | $2,973-16.2% | $3,550-29.8% | $3,054-18.5% |
| Admin fee / account holder | $209 | $419-50.2% | $5,586-96.3% | $504-58.6% |