Filed September 7, 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 |
|---|---|---|
RUBINBROWN LLP1 year Service code 10 · EIN 43-0765316 | Accounting | $72,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,465 |
COOK STREET CONSULTING1 year Service code 27 · EIN 84-0854432 | Advisory (Plan) | $8,803 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,287 | $183,539-46.4% | $155,556-36.8% | $145,897-32.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 13.53% | 61.31%-47.8pp | 64.84%-51.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $28,216 | $5,315+430.8% | $4,675+503.5% | $4,663+505.2% |
| Participant deferral / active EE | $80,121 | $6,467+1138.9% | $5,631+1322.9% | $6,689+1097.7% |
| Admin fee / account holder | $795 | $19,275-95.9% | $15,885-95.0% | $13,390-94.1% |