Filed August 5, 2008 (most recent of 3 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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $143,837 |
Filed as: ACCELL AUDIT COMPLIANCE , P.A. Service code 10 · EIN 27-0563459 | Accounting | $9,265 |
HILL WARD HENDERSON1 year Service code 29 · EIN 59-2678550 | Legal | $6,785 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $80 |
AMY HERTZ1 year Filed as: AMY DURHAM Service code 56 HLEEMOFF CAN RES INS HOS INC · TAMPA, FL 33612 | Non-monetary compensation | $0 |
LINDA HOOD1 year Filed as: LINDA MUNOZ Service code 56 HLEEMOFF CAN RES INS HOS INC · TAMPA, FL 33612 | Non-monetary compensation | $0 |
MARIANA BUGALLO-MUROS1 year Service code 56 HLEEMOFF CAN RES INS HOS INC · TAMPA, FL 33612 | Non-monetary compensation | $0 |
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 | $49,274 | $43,110+14.3% | $156,551-68.5% | $65,292-24.5% |
| Participation rate | 100.0% | 69.3%+30.7pp | 84.0%+16.0pp | 72.4%+27.6pp |
| Annual return | 8.61% | 11.24%-2.6pp | 32.23%-23.6pp | 11.84%-3.2pp |
| Employer contribution / active EE | $0 | $1,702-100.0% | $5,501-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $5,498 | $2,520+118.2% | $4,871+12.9% | $3,579+53.6% |
| Admin fee / account holder | $68 | $47+43.1% | $13,028-99.5% | $57+17.8% |