Filed November 5, 2012
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 81-5448947 23 INVERNESS CENTER PKWY · BIRMINGHAM, AL 35242 | Advisory (Participants) | $38,555 |
ERISA SERVICES, INC.2 years Service code 14 · EIN 62-1200951 | Plan Administrator | $24,168 |
Filed as: LEAFHOUSE FINANCIAL Service code 15 · EIN 26-4311657 | Recordkeeping | $12,852 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $33,360 | $50,919-34.5% | $155,556-78.6% | $77,762-57.1% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 12.34% | 34.84%-22.5pp | 64.84%-52.5pp | 31.27%-18.9pp |
| Employer contribution / active EE | $1,188 | $1,991-40.3% | $4,675-74.6% | $2,728-56.4% |
| Participant deferral / active EE | $2,434 | $2,824-13.8% | $5,631-56.8% | $4,651-47.7% |
| Admin fee / account holder | $139 | $437-68.1% | $15,885-99.1% | $433-67.8% |