Filed August 8, 2005
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $99,190 |
PENSION ASSURANCE LLP1 year Filed as: PENSION CONSULTANT INC Service code 10 · EIN 43-1685158 | Accounting | $48,182 |
LANDMARK PLC, CPAS1 year Filed as: LANDMARK PLC CERIFIED PUBLIC ACCT Service code 10 · EIN 71-0355269 | Accounting | $10,000 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value 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 | $353,657 | $99,957+253.8% | $149,745+136.2% | $73,497+381.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 13.10% | 53.87%-40.8pp | 276.72%-263.6pp | 28.51%-15.4pp |
| Employer contribution / active EE | $11,438 | $3,191+258.4% | $4,646+146.2% | $2,270+403.8% |
| Participant deferral / active EE | $9,310 | $6,073+53.3% | $6,843+36.1% | $3,740+149.0% |
| Admin fee / account holder | $1,002 | $551+82.0% | $9,312-89.2% | $513+95.4% |