Filed September 12, 2013
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 | $173,875 |
HAYS COMPANIES4 years Filed as: HAYS FINANCIAL GROUP, LLC Service code 27 · EIN 41-1931920 | Advisory (Plan) | $46,037 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS LLC Service code 13 · EIN 26-2091417 | Contract Administrator | $36,071 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $43,316 | $110,258-60.7% | $102,460-57.7% | $200,096-78.4% |
| Participation rate | 88.6% | 86.3%+2.3pp | 76.5%+12.1pp | 72.0%+16.6pp |
| Annual return | 21.76% | 35.78%-14.0pp | 29.47%-7.7pp | 34.26%-12.5pp |
| Employer contribution / active EE | $2,495 | $3,605-30.8% | $3,025-17.5% | $3,038-17.9% |
| Participant deferral / active EE | $4,268 | $6,377-33.1% | $5,056-15.6% | $5,090-16.2% |
| Admin fee / account holder | $191 | $122+56.5% | $9,460-98.0% | $269-28.9% |