Filed April 29, 2009 (most recent of 2 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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $175,879 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 16 · EIN 84-1532243 | Consulting | $138,787 |
RIDGEWORTH4 years Filed as: GENEVA CAPITAL MANAGEMENT Service code 17 · EIN 39-1567956 | Pension Consulting | $120,334 |
MERCER1 year Filed as: MERCER (US) INC Service code 17 · EIN 13-2834414 | Pension Consulting | $27,500 |
Service code 29 · EIN 13-2834414 | Legal | $25,151 |
REILLY, PENNER & BENTON LLP3 years Filed as: REILLY PENNER & BENTON LLP Service code 17 · EIN 39-0747409 | Pension Consulting | $16,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,913 | $211,459+29.5% | $119,237+129.7% | $93,010+194.5% |
| Participation rate | 98.8% | 94.1%+4.8pp | 82.7%+16.1pp | 73.9%+24.9pp |
| Annual return | 13.92% | 39.10%-25.2pp | 30.70%-16.8pp | 158.70%-144.8pp |
| Employer contribution / active EE | $8,342 | $5,958+40.0% | $4,383+90.3% | $2,705+208.4% |
| Participant deferral / active EE | $10,093 | $9,654+4.5% | $6,112+65.1% | $4,561+121.3% |
| Admin fee / account holder | $227 | $124+83.5% | $7,229-96.9% | $152+49.6% |