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 |
|---|---|---|
Filed as: CASTAING HUSSEY & LOLAN, LLC Service code 10 · EIN 72-0389608 | Accounting | $63,430 |
Filed as: ASCENDE INC Service code 27 2700 POST OAK BLVD 25TH FLOOR · HOUSTON, TX 77056 | Advisory (Plan) | $45,000 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $8,444 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS CO LLC Service code 13 3071 PEARL ROAD · MEDINA, OH 44256 | Contract Administrator | $1,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $99,655 | $42,582+134.0% | $171,082-41.8% | $57,658+72.8% |
| Participation rate | 96.3% | 63.9%+32.4pp | 76.7%+19.6pp | 70.2%+26.0pp |
| Annual return | 7.16% | 308.67%-301.5pp | 32.56%-25.4pp | 5.13%+2.0pp |
| Employer contribution / active EE | $2,536 | $1,306+94.2% | $4,002-36.6% | $1,974+28.5% |
| Participant deferral / active EE | $6,277 | $2,933+114.0% | $4,797+30.8% | $3,061+105.1% |
| Admin fee / account holder | $99 | $82+20.4% | $8,520-98.8% | $95+4.9% |