Filed May 6, 2008 (most recent of 2 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 15 · EIN 13-3689044 | Recordkeeping | $27,126 |
BHK SECURITIES, LLC2+ years Service code 22 · EIN 20-2455216 | Insurance Broker | $14,646 |
QUALIFIED PLANS, LLC2+ years Service code 15 · EIN 58-2605083 | Recordkeeping | $6,564 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,301 | $74,089-42.9% | $133,975-68.4% | $55,167-23.3% |
| Participation rate | 95.0% | 84.3%+10.7pp | 87.1%+7.9pp | 69.0%+26.0pp |
| Annual return | 5.07% | 12.11%-7.0pp | 29.29%-24.2pp | 169.23%-164.2pp |
| Employer contribution / active EE | $1,647 | $3,064-46.2% | $5,211-68.4% | $1,963-16.1% |
| Participant deferral / active EE | $1,890 | $4,678-59.6% | $6,282-69.9% | $3,054-38.1% |
| Admin fee / account holder | $204 | $458-55.5% | $9,324-97.8% | $504-59.5% |