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 |
|---|---|---|
ADAMS KEEGAN1+ years Service code 14 · EIN 62-1311326 | Plan Administrator | $23,094 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $21,347 |
THE MARSTON GROUP, PLC1+ years Service code 10 · EIN 26-1180446 | Accounting | $10,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,681 | $30,633+6.7% | $67,704-51.7% | $67,505-51.6% |
| Participation rate | 36.9% | 35.6%+1.3pp | 67.5%-30.6pp | 71.2%-34.3pp |
| Annual return | 43.78% | 9.81%+34.0pp | 25.41%+18.4pp | 6.52%+37.3pp |
| Employer contribution / active EE | $439 | $771-43.0% | $2,559-82.8% | $2,173-79.8% |
| Participant deferral / active EE | $1,349 | $1,242+8.6% | $3,585-62.4% | $3,597-62.5% |
| Admin fee / account holder | $3 | $71-95.8% | $4,255-99.9% | $56-94.7% |