Filed October 18, 2004
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 |
|---|---|---|
FIDUCIARYFIRST LLC2+ years Filed as: FIDUCIARYFIRST, LLC Service code 17 220 LOOKOUT PLACE · MAITLAND, FL 32751 | Pension Consulting | $71,066 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 49 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other Services | $30,548 |
OVERBY, GRAHAM & STRIGEL PA1 year Filed as: OVERBY, STRIGEL, BOYD & WESTBROOK Service code 29 10809 EXECUTIVE CENTER DRIVE · LITTLE ROCK, AR 72211 | Legal | $13,421 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,332 | $37,213+54.1% | $156,549-63.4% | $63,975-10.4% |
| Participation rate | 52.0% | 65.0%-13.0pp | 84.0%-32.0pp | 71.1%-19.2pp |
| Annual return | 7.99% | 47.89%-39.9pp | 32.23%-24.2pp | 48.65%-40.7pp |
| Employer contribution / active EE | $1,405 | $1,357+3.6% | $5,501-74.5% | $2,182-35.6% |
| Participant deferral / active EE | $2,213 | $2,070+6.9% | $4,871-54.6% | $3,356-34.1% |
| Admin fee / account holder | $67 | $56+18.8% | $13,027-99.5% | $70-5.0% |