Filed March 8, 2006
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 |
|---|---|---|
AMERIAN BEACON1 year Filed as: AMERIAN TRUST COMPANY Service code 11 · EIN 62-0951563 | Actuarial | $31,562 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $31,562 |
Service code 26 · EIN 39-0509570 | Advisory (Participants) | $22,115 |
Filed as: MML INVESTORS SERVICES, INC. Service code 26 · EIN 04-1590850 | Advisory (Participants) | $7,943 |
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 | $70,046 | $138,393-49.4% | $184,256-62.0% | $80,959-13.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 11.91% | 20.01%-8.1pp | 28.85%-16.9pp | 35.67%-23.8pp |
| Employer contribution / active EE | $5,040 | $4,847+4.0% | $6,427-21.6% | $2,757+82.8% |
| Participant deferral / active EE | $5,151 | $7,076-27.2% | $9,133-43.6% | $4,300+19.8% |
| Admin fee / account holder | $535 | $10,489-94.9% | $13,899-96.1% | $6,925-92.3% |