Filed January 7, 2008
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 |
|---|---|---|
Service code 64 · EIN 35-0472300 PO BOX 7877 · FT. WAYNE, IN 46802 | Recordkeeping Fees | $0 |
Filed as: RETIREMENT STRATEGIES INC Service code 13 · EIN 58-2380163 229 FURYS FERRY RD STE 131 · AUGUSTA, GA 30907 | Contract Administrator | $0 |
THE ALLOCATION COMPANY1 year Service code 13 · EIN 76-0354750 800 TOWN AND COUNTRY BLVD · HOUSTON, TX 77024 | Contract Administrator | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,972 | $198,457-90.4% | $170,435-88.9% | $147,586-87.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.37% | 257.30%-251.9pp | 205.94%-200.6pp | 578.59%-573.2pp |
| Employer contribution / active EE | $1,204 | $6,183-80.5% | $5,432-77.8% | $4,876-75.3% |
| Participant deferral / active EE | $2,304 | $5,629-59.1% | $4,939-53.4% | $5,439-57.6% |
| Admin fee / account holder | $497 | $16,852-97.0% | $13,881-96.4% | $10,886-95.4% |