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.
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 |
|---|---|---|
LPL FINANCIAL2+ years Service code 16 · EIN 04-3046611 | Consulting | $95,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,450 |
BAKER TILLY US, LLP1 year Filed as: MONTGOMERY COSCIA GREELICH LLP Service code 10 · EIN 75-2919818 | Accounting | $19,476 |
SHEPPARD MULLIN1 year Filed as: SHEPPARD MULLINRICHTER&HAMPTON LLP Service code 17 · EIN 95-1463164 | Pension Consulting | $5,943 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$46,756 |
Annual investment return 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 | $35,506 | $70,961-50.0% | $108,582-67.3% | $65,292-45.6% |
| Participation rate | 87.1% | 80.9%+6.1pp | 79.6%+7.5pp | 72.4%+14.6pp |
| Annual return | 7.27% | 10.24%-3.0pp | -51.70%+59.0pp | 11.84%-4.6pp |
| Employer contribution / active EE | $679 | $1,833-62.9% | $3,758-81.9% | $2,302-70.5% |
| Participant deferral / active EE | $3,114 | $3,662-15.0% | $4,311-27.8% | $3,579-13.0% |
| Admin fee / account holder | $13 | $43-70.6% | $7,645-99.8% | $57-78.2% |