Filed June 20, 1995
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 |
|---|---|---|
GOLDLEAF PARTNERS1+ years Service code 13 · EIN 45-0514557 P.O. BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $16,166 |
AMERICAN FUNDS1+ years Filed as: CAPITAL FINANCIAL SERVICES, INC. Service code 55 | Other Commissions | $14,403 |
WIDMER ROEL PC1+ years Service code 10 · EIN 45-0334950 4334 18TH AVE S STE 101 · FARGO, ND 58103 | Accounting | $9,217 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,725 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $959 |
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $614 |
AMERICAN FUNDS1+ years Filed as: CAPITAL FINANCIAL SERVICES INC Service code 55 · EIN 45-0334950 1 NORTH MAIN ST · MINOT, ND 58703 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $37,084 | $54,320-31.7% | $67,652-45.2% | $52,331-29.1% |
| Participation rate | 25.7% | 73.6%-47.9pp | 75.7%-50.0pp | 68.1%-42.4pp |
| Annual return | 3.31% | 6.81%-3.5pp | 6625.40%-6622.1pp | 4.54%-1.2pp |
| Employer contribution / active EE | $2,250 | $1,544+45.7% | $2,266-0.7% | $1,882+19.6% |
| Participant deferral / active EE | $2,897 | $2,950-1.8% | $3,560-18.6% | $3,022-4.1% |
| Admin fee / account holder | $138 | $527-73.8% | $4,821-97.1% | $592-76.7% |