Filed December 16, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1+ years Filed as: UNITED CAPITAL FINANCIAL ADVISERS Service code 27 620 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $10,629 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,440 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION STUDIO Service code 13 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Contract Administrator | $1,800 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,226 | $70,667-28.9% | $123,105-59.2% | $52,331-4.0% |
| Participation rate | 92.7% | 83.7%+9.0pp | 86.8%+5.9pp | 68.1%+24.6pp |
| Annual return | 3.23% | 6.23%-3.0pp | 13.22%-10.0pp | 4.54%-1.3pp |
| Employer contribution / active EE | $863 | $2,946-70.7% | $5,151-83.2% | $1,882-54.1% |
| Participant deferral / active EE | $2,914 | $4,493-35.1% | $6,229-53.2% | $3,022-3.6% |
| Admin fee / account holder | $167 | $506-67.0% | $9,014-98.1% | $592-71.7% |