Filed January 6, 2006 (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.
| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION3+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $2,331,865 |
OASIS OUTSOURCING HOLDINGS, INC3+ years Filed as: OASIS OUTSOURCING Service code 14 · EIN 65-0731524 | Plan Administrator | $204,017 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $94,726 |
MAYER HOFFMAN MCCANN P.C.3+ years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $36,250 |
REGIONS BANK3+ years Filed as: REGIONS Service code 16 P.O. BOX 12385 · BIRMINGHAM, AL 352022385 | Consulting | $23,750 |
HILL WARD HENDERSON3+ years Filed as: HILL, WARD & HENDERSON Service code 29 · EIN 59-2678550 | Legal | $15,801 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY PARTNERS INVEST CONSULTIN Service code 16 · EIN 26-1370206 | Consulting | $10,000 |
Service code 16 · EIN 51-0595589 | Consulting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,905 | $29,988-3.6% | $81,473-64.5% | $80,976-64.3% |
| Participation rate | 39.1% | 32.0%+7.1pp | 68.0%-28.8pp | 68.3%-29.1pp |
| Annual return | 19.30% | 51.73%-32.4pp | 38.78%-19.5pp | 22.91%-3.6pp |
| Employer contribution / active EE | $682 | $470+45.3% | $2,568-73.4% | $2,402-71.6% |
| Participant deferral / active EE | $1,775 | $1,209+46.9% | $3,537-49.8% | $3,848-53.9% |
| Admin fee / account holder | $111 | $63+76.4% | $4,561-97.6% | $67+64.2% |