Filed April 18, 2001
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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COMPTON FINANCIAL GROUP6 years Service code 27 | Advisory (Plan) | $48,446 |
THE VANGUARD GROUP, INC.6 years Service code 64 | Recordkeeping Fees | $13,085 |
Filed as: RED OAK RETIREMENT Service code 13 | Contract Administrator | $900 |
ASCENSUS LLC5 years Filed as: ASCENSUS, LLC Service code 15 | Recordkeeping | $0 |
LPL FINANCIAL6 years Service code 51 | Investment Mgmt Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,613 | $55,470+88.6% | $155,556-32.7% | $74,478+40.5% |
| Participation rate | 69.4% | 61.9%+7.5pp | 78.2%-8.8pp | 67.2%+2.2pp |
| Annual return | 16.86% | 269.80%-252.9pp | 64.84%-48.0pp | 1370.56%-1353.7pp |
| Employer contribution / active EE | $2,927 | $2,267+29.1% | $4,675-37.4% | $2,626+11.4% |
| Participant deferral / active EE | $7,167 | $2,838+152.5% | $5,631+27.3% | $4,350+64.8% |
| Admin fee / account holder | $419 | $1,744-76.0% | $15,885-97.4% | $1,946-78.4% |