Filed September 5, 1991
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 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONS FINANCIAL GROUP INC5 years Filed as: NATIONS FINANCIAL GROUP INC. Service code 27 4000 RIVER RIDGE DR NE · CEDAR RAPIDS, LA 52402 | Advisory (Plan) | $23,095 |
BERGANKDV LTD3 years Service code 10 · EIN 41-1431613 | Accounting | $8,200 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,054 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $165,280 | $84,936+94.6% | $111,308+48.5% | $79,391+108.2% |
| Participation rate | 80.7% | 75.9%+4.8pp | 77.3%+3.3pp | 70.7%+10.0pp |
| Annual return | 19.37% | 17.45%+1.9pp | 54.67%-35.3pp | 116.88%-97.5pp |
| Employer contribution / active EE | $5,500 | $1,979+177.9% | $2,732+101.3% | $2,428+126.5% |
| Participant deferral / active EE | $6,803 | $3,888+75.0% | $4,487+51.6% | $4,046+68.2% |
| Admin fee / account holder | $423 | $537-21.2% | $7,965-94.7% | $627-32.4% |