Filed February 13, 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.
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| Provider | Service type | Compensation |
|---|---|---|
DAVIS BACON PENSION PLANS INC1+ years Service code 13 · EIN 26-3465772 | Contract Administrator | $14,839 |
MGROUP1+ years Filed as: MGROUP INVESTMENT ADVISOR Service code 99 | Other Fees | $2,299 |
MORNINGSTAR1+ years Service code 26 | Advisory (Participants) | $2,264 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $0 | $107,371-100.0% | $92,916-100.0% | $152,914-100.0% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.0%-76.0pp | 82.5%-82.5pp |
| Annual return | -99.33% | 145.64%-245.0pp | 109.45%-208.8pp | 345.48%-444.8pp |
| Employer contribution / active EE | $0 | $4,223-100.0% | $3,654-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,852-100.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |