Filed March 11, 2005
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 |
|---|---|---|
PENSION INVESTORS CORPORATION1+ years Service code 13 · EIN 59-2166422 220 E. CENTRAL PARKWAY · ALTAMONTE SPRINGS, FL 32701 | Contract Administrator | $8,403 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $682 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,326 | $39,245-55.9% | $64,105-73.0% | $52,331-66.9% |
| Participation rate | 69.6% | 58.2%+11.3pp | 68.2%+1.4pp | 68.1%+1.5pp |
| Annual return | -1.76% | 14.79%-16.5pp | 791.24%-793.0pp | 4.54%-6.3pp |
| Employer contribution / active EE | $174 | $736-76.4% | $1,820-90.4% | $1,882-90.8% |
| Participant deferral / active EE | $1,819 | $1,992-8.7% | $2,822-35.5% | $3,022-39.8% |
| Admin fee / account holder | $42 | $592-92.9% | $4,499-99.1% | $592-92.9% |