Filed November 9, 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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,880 |
LANIGAN AND ASSOC.2 years Service code 50 · EIN 58-1304721 | Direct Payment | $9,785 |
Filed as: DYATECH Service code 50 · EIN 64-0936231 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Direct Payment | $750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,321 | $65,041-81.1% | $90,965-86.5% | $79,858-84.6% |
| Participation rate | 73.7% | 61.6%+12.1pp | 69.0%+4.7pp | 69.6%+4.0pp |
| Annual return | 11.69% | 30.45%-18.8pp | 134.57%-122.9pp | 31.72%-20.0pp |
| Employer contribution / active EE | $12 | $1,247-99.1% | $2,122-99.4% | $2,471-99.5% |
| Participant deferral / active EE | $2,876 | $2,512+14.5% | $3,373-14.7% | $3,740-23.1% |
| Admin fee / account holder | $166 | $4,536-96.3% | $5,960-97.2% | $5,306-96.9% |