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 ADMINISTRATION4+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $4,957,219 |
REGIONS BANK4+ years Filed as: REGIONS Service code 16 P.O. BOX 12385 · BIRMINGHAM, AL 352022385 | Consulting | $170,000 |
MAYER HOFFMAN MCCANN P.C.4+ years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $46,353 |
SOMERSET CPAS1 year Filed as: SOMERSET CPAS, P.C. Service code 10 · EIN 35-0292138 | Accounting | $22,950 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY PARTNERS INVEST CONSULTIN Service code 16 · EIN 26-1370206 | Consulting | $10,000 |
GROOM LAW GROUP1 year Filed as: GROOM LAW Service code 29 | Legal | $9,229 |
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 | $27,242 | $26,810+1.6% | $76,518-64.4% | $73,367-62.9% |
| Participation rate | 52.2% | 34.6%+17.6pp | 68.0%-15.8pp | 69.5%-17.3pp |
| Annual return | 48.61% | 17.04%+31.6pp | -0.27%+48.9pp | 173.45%-124.8pp |
| Employer contribution / active EE | $1,006 | $503+100.3% | $2,647-62.0% | $2,499-59.7% |
| Participant deferral / active EE | $2,612 | $1,312+99.0% | $3,836-31.9% | $4,033-35.2% |
| Admin fee / account holder | $128 | $71+80.5% | $4,849-97.4% | $68+86.7% |