Filed March 30, 2004
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 13 · EIN 42-0127290 | Contract Administrator | $80,760 |
Service code 27 | Advisory (Plan) | $49,975 |
Filed as: JANET A PANEBIANCO, CA, PLLC Service code 13 · EIN 71-1039549 | Contract Administrator | $4,750 |
Filed as: JANET A PANEBIANCO, CPA, PLLC Service code 13 | Contract Administrator | $4,042 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: PROSPERITY CAPITAL ADVISORS Service code 27 · EIN 27-4633600 | Advisory (Plan) | $0 |
Participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,150 | $122,239-41.0% | $184,203-60.8% | $74,495-3.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 7.34% | 19.95%-12.6pp | 28.81%-21.5pp | 1364.94%-1357.6pp |
| Employer contribution / active EE | $2,636 | $4,537-41.9% | $6,427-59.0% | $2,623+0.5% |
| Participant deferral / active EE | $2,646 | $7,139-62.9% | $9,131-71.0% | $4,346-39.1% |
| Admin fee / account holder | $398 | $1,260-68.4% | $13,901-97.1% | $1,942-79.5% |