Filed February 23, 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 10 · EIN 20-8102502 | Accounting | $18,500 |
DARNALL SIKES & FREDERICK2 years Service code 10 · EIN 72-0738838 | Accounting | $15,140 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,519 | $67,638-71.1% | $133,346-85.4% | $69,733-72.0% |
| Participation rate | 98.6% | 54.3%+44.4pp | 72.8%+25.8pp | 62.5%+36.2pp |
| Annual return | -8.09% | 13.38%-21.5pp | 36.85%-44.9pp | 15.22%-23.3pp |
| Employer contribution / active EE | $2,081 | $1,177+76.8% | $2,853-27.1% | $2,250-7.5% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $4,332-100.0% | $3,054-100.0% |
| Admin fee / account holder | $272 | $4,814-94.4% | $14,264-98.1% | $3,102-91.2% |