Filed January 27, 2012 (most recent of 4 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 |
|---|---|---|
MSL, P.A.1 year Filed as: MOORE STEPHENS LOVELACE, P.A. Service code 10 · EIN 59-3070669 | Accounting | $8,500 |
Service code 12 · EIN 13-3689044 | Participant communication; Account ma... | $2,724 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,134 | $47,977-64.3% | $154,110-88.9% | $56,289-69.6% |
| Participation rate | 49.0% | 66.2%-17.2pp | 83.0%-34.0pp | 69.9%-20.8pp |
| Annual return | -7.60% | 3.54%-11.1pp | 735.22%-742.8pp | -9.96%+2.4pp |
| Employer contribution / active EE | $529 | $2,169-75.6% | $5,298-90.0% | $2,111-75.0% |
| Participant deferral / active EE | $532 | $2,392-77.7% | $5,081-89.5% | $3,350-84.1% |
| Admin fee / account holder | $146 | $438-66.7% | $13,412-98.9% | $521-72.0% |