Filed May 23, 2005 (most recent of 2 filings on file)
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 |
|---|---|---|
ACG ADVISORY SERVICES3 years Filed as: ACG WEALTH Service code 26 · EIN 22-3857582 | Advisory (Participants) | $152,828 |
BLUESTAR RETIREMENT SERVICES3 years Service code 12 · EIN 59-3092339 822 A1A N. · PONTE VEDRA BEACH, FL 32082 | Other services; Claims processing; Di... | $75,991 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,235 | $52,670+166.3% | $90,404+55.1% | $73,409+91.0% |
| Participation rate | 88.4% | 67.7%+20.7pp | 72.7%+15.7pp | 72.2%+16.2pp |
| Annual return | 12.38% | 20.70%-8.3pp | 1293.02%-1280.6pp | 59.29%-46.9pp |
| Employer contribution / active EE | $5,992 | $1,872+220.2% | $3,262+83.7% | $2,234+168.3% |
| Participant deferral / active EE | $4,851 | $2,807+72.8% | $3,963+22.4% | $3,805+27.5% |
| Admin fee / account holder | $384 | $117+228.9% | $5,611-93.2% | $158+143.2% |