Filed May 17, 2007
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 74-6082424 | Bank Trustee | $174,822 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $71,905 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $37,056 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $29,871 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $201,289 | $88,324+127.9% | $115,038+75.0% | $55,191+264.7% |
| Participation rate | 95.5% | 72.5%+23.0pp | 81.4%+14.1pp | 69.2%+26.3pp |
| Annual return | 0.35% | 6.30%-5.9pp | 26.14%-25.8pp | 10.78%-10.4pp |
| Employer contribution / active EE | $13,082 | $2,805+366.4% | $4,608+183.9% | $1,899+589.0% |
| Participant deferral / active EE | $4,796 | $5,042-4.9% | $6,026-20.4% | $3,046+57.4% |
| Admin fee / account holder | $338 | $105+221.1% | $8,175-95.9% | $91+272.7% |