Filed June 6, 2003
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 |
|---|---|---|
LPL FINANCIAL1+ years Service code 16 · EIN 04-3046611 | Consulting | $95,000 |
BAKER TILLY US, LLP1+ years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $36,288 |
SHEPPARD MULLIN1+ years Filed as: SHEPPARD MULLIN RICHTER & HAMPTON Service code 17 · EIN 95-1463164 | Pension Consulting | $14,032 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$93,730 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,387 | $69,298-48.9% | $94,229-62.4% | $67,505-47.6% |
| Participation rate | 84.7% | 78.7%+6.0pp | 78.8%+5.9pp | 71.2%+13.5pp |
| Annual return | 2.42% | 4.36%-1.9pp | 10.68%-8.3pp | 6.52%-4.1pp |
| Employer contribution / active EE | $539 | $1,785-69.8% | $3,587-85.0% | $2,173-75.2% |
| Participant deferral / active EE | $2,873 | $3,471-17.2% | $4,320-33.5% | $3,597-20.1% |
| Admin fee / account holder | $7 | $59-87.9% | $6,269-99.9% | $56-87.4% |