Filed November 12, 1998
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 |
|---|---|---|
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $22,567 |
TRINITY PENSION GROUP, LLC2 years Filed as: TRINITY PENSION GROUP Service code 13 PO BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $14,904 |
Filed as: BERNARD ROBINSON & COMPANY Service code 10 PO BOX 19608 · GREENSBORO, NC 27419 | Accounting | $12,000 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RPS, INC. Service code 64 100 EAST PRATT ST. · BALTIMORE, MD 21202 | Recordkeeping Fees | $11,591 |
Filed as: EMPOWER ANNUITY INSURNACE CO Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $250 |
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 | $86,322 | $58,208+48.3% | $81,812+5.5% | $80,856+6.8% |
| Participation rate | 98.8% | 63.4%+35.3pp | 72.3%+26.4pp | 67.6%+31.1pp |
| Annual return | 10.12% | 41.66%-31.5pp | 773.79%-763.7pp | 35.59%-25.5pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,478 | $3,281+97.4% | $4,319+50.0% | $4,296+50.8% |
| Admin fee / account holder | $666 | $4,981-86.6% | $7,386-91.0% | $6,918-90.4% |