Filed August 29, 2006 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $788,925 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $146,531 | $112,711+30.0% | $170,055-13.8% | $80,187+82.7% |
| Participation rate | 99.7% | 87.4%+12.3pp | 87.0%+12.7pp | 72.9%+26.7pp |
| Annual return | 19.06% | 67.06%-48.0pp | 53.43%-34.4pp | 40.40%-21.3pp |
| Employer contribution / active EE | $3,693 | $4,488-17.7% | $6,790-45.6% | $2,980+23.9% |
| Participant deferral / active EE | $7,431 | $7,861-5.5% | $10,410-28.6% | $5,016+48.1% |
| Admin fee / account holder | $388 | $99+290.0% | $12,828-97.0% | $145+167.4% |