Filed March 17, 2016 (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 |
|---|---|---|
KELKER III, LOUIS P.1+ years Service code 49 3500 BLUE LAKE DR · VESTAVIA, AL 352431998 | Other Services | $20,812 |
LEWIS RICE LLC1+ years Filed as: LEWIS, CHRISTOPHER A. Service code 49 3500 BLUE LAKE DR · VESTAVIA, AL 352431998 | Other Services | $20,812 |
PAYCHEX, INC.1+ years Filed as: PAYCHEX Service code 15 · EIN 16-1124166 | Recordkeeping | $13,495 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,585 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,405 | $37,117-69.3% | $147,617-92.3% | $55,191-79.3% |
| Participation rate | 95.6% | 63.6%+32.0pp | 84.6%+11.0pp | 69.2%+26.5pp |
| Annual return | 5.05% | 3.44%+1.6pp | 61.98%-56.9pp | 10.78%-5.7pp |
| Employer contribution / active EE | $1,017 | $1,620-37.2% | $5,564-81.7% | $1,899-46.4% |
| Participant deferral / active EE | $1,564 | $1,985-21.2% | $4,895-68.0% | $3,046-48.7% |
| Admin fee / account holder | $67 | $86-22.0% | $11,612-99.4% | $91-26.5% |