Filed April 29, 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 |
|---|---|---|
ASCENSUS LLC3 years Filed as: ASCENSUS CONSULTING, LLC Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $18,101 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN EDWARDS Service code 17 513 STATE STREET · BRISTOL, VA 24201 | Pension Consulting | $17,345 |
SHELDRICK, MCGEHEE & KOHLER, LLC6+ years Service code 34 · EIN 20-2123462 | Valuation (appraisals, etc.) | $9,906 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,881 | $81,474+54.5% | $133,959-6.0% | $73,493+71.3% |
| Participation rate | 99.2% | 76.4%+22.9pp | 79.8%+19.4pp | 70.7%+28.5pp |
| Annual return | 12.88% | 19.40%-6.5pp | 45.09%-32.2pp | 28.51%-15.6pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $495 | $713-30.5% | $8,928-94.5% | $513-3.4% |