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.
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 |
|---|---|---|
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% |