Filed May 17, 2008
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $230,255 |
Filed as: GALLAGHER FIDUCIARY ADVI Service code 27 · EIN 36-4291971 | Advisory (Plan) | $64,688 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401K ASSOCIATES Service code 13 | Contract Administrator | $45,414 |
Filed as: HARPER & PEARSON Service code 10 · EIN 74-1695589 | Accounting | $16,350 |
NOVA 401(K) ASSOCIATES1 year Service code 13 · EIN 20-1181458 | Contract Administrator | $1,125 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,951 | $36,489-26.1% | $80,648-66.6% | $103,590-74.0% |
| Participation rate | 35.5% | 39.1%-3.6pp | 67.0%-31.5pp | 73.3%-37.8pp |
| Annual return | 18.60% | 64.53%-45.9pp | 937.21%-918.6pp | 33.13%-14.5pp |
| Employer contribution / active EE | $553 | $1,018-45.7% | $2,724-79.7% | $3,213-82.8% |
| Participant deferral / active EE | $1,760 | $2,389-26.4% | $4,443-60.4% | $5,214-66.3% |
| Admin fee / account holder | $88 | $479-81.7% | $5,382-98.4% | $114-23.1% |