Filed January 6, 2006
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 |
|---|---|---|
ADVISORNET FINANCIAL1 year Filed as: ADVISORNET FINANCIAL INC Service code 27 701 4TH AVE S · MINNEAPOLIS, MN 55415 | Advisory (Plan) | $7,414 |
Filed as: TAX SHELTERED COMPENSATION INC. Service code 13 7300 METRO BLVD · EDINA, MN 55439 | Contract Administrator | $5,221 |
GOLDMAN SACHS3 years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 27 620 NEWPORT CENTER DR · NEWPORT BEACH, CA 92260 | Advisory (Plan) | $1,445 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,099 | $73,638-71.3% | $95,964-78.0% | $73,497-71.3% |
| Participation rate | 86.6% | 76.2%+10.5pp | 77.1%+9.5pp | 70.7%+15.9pp |
| Annual return | 19.41% | 16.78%+2.6pp | 91.64%-72.2pp | 28.51%-9.1pp |
| Employer contribution / active EE | $909 | $1,863-51.2% | $2,541-64.2% | $2,270-60.0% |
| Participant deferral / active EE | $1,004 | $3,617-72.2% | $4,167-75.9% | $3,740-73.1% |
| Admin fee / account holder | $37 | $482-92.3% | $6,797-99.5% | $513-92.8% |