Filed July 22, 2013 (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 |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: PENSION CONSULTANTS Service code 50 · EIN 43-1685158 | Direct Payment | $103,979 |
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $78,004 |
JPMS COX, PLLC1 year Service code 50 · EIN 20-1776739 | Direct Payment | $10,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $108,599 | $57,103+90.2% | $87,502+24.1% | $57,658+88.3% |
| Participation rate | 88.9% | 64.3%+24.6pp | 73.8%+15.1pp | 70.2%+18.7pp |
| Annual return | 6.67% | 12.71%-6.0pp | 12.21%-5.5pp | 5.13%+1.5pp |
| Employer contribution / active EE | $2,539 | $1,107+129.3% | $2,550-0.4% | $1,974+28.6% |
| Participant deferral / active EE | $3,545 | $2,250+57.6% | $3,149+12.6% | $3,061+15.8% |
| Admin fee / account holder | $369 | $281+31.4% | $4,221-91.3% | $95+290.4% |