Filed March 27, 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 |
|---|---|---|
HPM PARTNERS1 year Filed as: HPM PARTNERS, LLC Service code 15 · EIN 35-2467663 | Recordkeeping | $68,832 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,582 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $60,885 | $129,227-52.9% | $184,256-67.0% | $77,762-21.7% |
| Participation rate | 72.9% | 87.4%-14.5pp | 86.8%-13.9pp | 70.6%+2.3pp |
| Annual return | 0.00% | 33.24%-33.2pp | 28.85%-28.8pp | 31.27%-31.3pp |
| Employer contribution / active EE | $0 | $4,412-100.0% | $6,427-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $4,182 | $7,307-42.8% | $9,133-54.2% | $4,651-10.1% |
| Admin fee / account holder | $274 | $256+7.2% | $13,899-98.0% | $433-36.7% |