Filed October 18, 2004
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 |
|---|---|---|
PSA FINANCIAL ADVISORS, INC1+ years Filed as: PSA INSURANCE & FINANCIAL SERVICES Service code 27 · EIN 52-1199550 | Advisory (Plan) | $75,000 |
BDO USA, LLP1+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $37,500 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $8,300 |
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 | $162,776 | $68,092+139.1% | $73,309+122.0% | $59,188+175.0% |
| Participation rate | 88.9% | 78.1%+10.8pp | 74.9%+14.0pp | 69.4%+19.5pp |
| Annual return | 1.05% | 5.93%-4.9pp | 5.67%-4.6pp | 5.51%-4.5pp |
| Employer contribution / active EE | $1,987 | $2,018-1.5% | $3,237-38.6% | $2,098-5.3% |
| Participant deferral / active EE | $7,402 | $5,041+46.8% | $4,991+48.3% | $3,265+126.7% |
| Admin fee / account holder | $66 | $630-89.5% | $5,635-98.8% | $92-28.4% |