Filed January 26, 2006
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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $110,550 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $53,966 |
Service code 15 · EIN 44-9619342 | Recordkeeping | $10,000 |
PEGGY S. EDGE, CPA, LLC4 years Filed as: PEGGY S. EDGE CPA LLC Service code 15 · EIN 26-4527814 | Recordkeeping | $9,000 |
Filed as: CRESCENDO RETIREMENT PLAN ADVISORS, Service code 15 · EIN 99-2772395 | Recordkeeping | $6,344 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,532 | $89,123-41.1% | $102,460-48.7% | $77,762-32.4% |
| Participation rate | 72.3% | 80.9%-8.7pp | 76.5%-4.2pp | 70.6%+1.7pp |
| Annual return | 11.22% | 25.05%-13.8pp | 29.47%-18.2pp | 31.27%-20.0pp |
| Employer contribution / active EE | $2,727 | $2,700+1.0% | $3,025-9.9% | $2,7280% |
| Participant deferral / active EE | $3,391 | $5,148-34.1% | $5,056-32.9% | $4,651-27.1% |
| Admin fee / account holder | $545 | $236+131.2% | $9,460-94.2% | $433+26.0% |