Filed October 18, 2004 (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 |
|---|---|---|
KIRBO & KIRBO, P.C.5 years Service code 24 · EIN 58-2149089 | Discretionary Trustee | $40,000 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN Service code 14 · EIN 58-1392124 | Plan Administrator | $35,618 |
WILLAMETTE MANAGEMENT ASSOCIATES10+ years Service code 34 · EIN 93-0577822 | Direct payment from the plan; Valuati... | $18,495 |
MAULDIN & JENKINS10+ years Service code 10 · EIN 58-0692043 | Accounting | $18,155 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,532 | $101,672-60.1% | $147,117-72.4% | $74,478-45.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | -6.39% | 8757.83%-8764.2pp | 420.54%-426.9pp | 1370.56%-1377.0pp |
| Employer contribution / active EE | $896 | $3,813-76.5% | $4,932-81.8% | $2,626-65.9% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $373 | $1,753-78.7% | $12,993-97.1% | $1,946-80.8% |