Filed October 18, 2004
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 | $20,121 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN CONSULTANTS Service code 49 · EIN 20-0223513 | Other Services | $12,895 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $10,837 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 | Other Services | $8,111 |
Filed as: PRINCIPAL SECURITIES Service code 49 · EIN 42-0941553 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,069 | $55,470-38.6% | $155,556-78.1% | $74,478-54.3% |
| Participation rate | 48.1% | 61.9%-13.8pp | 78.2%-30.1pp | 67.2%-19.1pp |
| Annual return | 9.23% | 269.80%-260.6pp | 64.84%-55.6pp | 1370.56%-1361.3pp |
| Employer contribution / active EE | $778 | $2,267-65.7% | $4,675-83.4% | $2,626-70.4% |
| Participant deferral / active EE | $1,441 | $2,838-49.2% | $5,631-74.4% | $4,350-66.9% |
| Admin fee / account holder | $274 | $1,744-84.3% | $15,885-98.3% | $1,946-85.9% |