Filed December 12, 2008
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 |
|---|---|---|
DUNCAN WILLIAMS ASSET MANAGEMENT4+ years Service code 99 · EIN 47-3030907 | Other Fees | $24,501 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,983 | $65,072+119.7% | $66,439+115.2% | $65,306+118.9% |
| Participation rate | 71.3% | 69.1%+2.2pp | 74.5%-3.2pp | 57.7%+13.6pp |
| Annual return | 10.63% | 21.50%-10.9pp | 757.66%-747.0pp | 21.94%-11.3pp |
| Employer contribution / active EE | $1,835 | $2,475-25.9% | $2,637-30.4% | $1,967-6.7% |
| Participant deferral / active EE | $4,564 | $3,234+41.1% | $3,876+17.7% | $2,959+54.2% |
| Admin fee / account holder | $448 | $1,323-66.2% | $6,173-92.7% | $3,480-87.1% |