Filed December 16, 2010
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,532 |
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $9,995 |
Filed as: TAX SHELTERED COMPENSATION INC Service code 49 · EIN 41-0955056 | Other Services | $6,879 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,452 | $38,967+106.5% | $86,233-6.7% | $79,634+1.0% |
| Participation rate | 60.3% | 34.1%+26.3pp | 69.0%-8.7pp | 62.5%-2.2pp |
| Annual return | 19.57% | 49.90%-30.3pp | 61.39%-41.8pp | 36.46%-16.9pp |
| Employer contribution / active EE | $1,271 | $868+46.4% | $2,504-49.2% | $2,529-49.7% |
| Participant deferral / active EE | $4,353 | $1,663+161.9% | $4,559-4.5% | $3,835+13.5% |
| Admin fee / account holder | $118 | $2,660-95.6% | $8,342-98.6% | $1,002-88.3% |