Filed June 8, 2009
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 |
|---|---|---|
MIKE UYLAKI1 year Filed as: MIKE MULEY Service code 20 5339 VIRGINIA BEACH BLVD. · VIRGINIA BEACH, VA 23462 | Trustee (individual) | $31,000 |
HANTZMON WIEBEL LLP1 year Filed as: HANTZMON WIEBEL, LLP Service code 10 · EIN 54-0618213 PO BOX 1408 · CHARLOTTESVILLE, VA 22902 | Accounting | $18,692 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,192 | $167,353-99.3% | $143,797-99.2% | $134,545-99.1% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -3.59% | 0.48%-4.1pp | -0.04%-3.5pp | 418.37%-422.0pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,176 | $18,096-76.9% | $14,679-71.5% | $11,431-63.5% |