Filed July 28, 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 21 · EIN 75-2623987 P.O. BOX · DALLAS, TX 75218 | Bank Trustee | $75,000 |
PENCHECKS1 year Service code 12 · EIN 99-6134835 8580 LA MESA BLVD · LA MESA, CA 91942 | Claims processing | $62,775 |
CROWE LLP1 year Service code 15 · EIN 35-0921680 155 WEST NATIONWIDE BLVD. · COLUMBUS, OH 43215 | Recordkeeping | $61,013 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 999 THIRD AVENUE · SEATTLE, WA 98104 | Accounting | $13,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $105,200-100.0% | $159,474-100.0% | $85,847-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.8%-82.8pp | 69.3%-69.3pp |
| Annual return | -2.49% | 45.08%-47.6pp | 263.68%-266.2pp | 318.61%-321.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,802-100.0% | $6,261-100.0% |