Filed March 9, 1998
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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $626,122 |
JELLYVISION LAB, INC.1 year Service code 50 · EIN 36-4442819 | Direct Payment | $35,000 |
SHERMAN & HOWARD3+ years Filed as: SHERMAN & HOWARD, LLC. Service code 70 · EIN 84-0420314 | Consulting Fees | $31,223 |
Filed as: COMPENSATION & BENEFIT SOLUTIONS, L Service code 70 · EIN 46-1884510 | Consulting Fees | $25,095 |
Service code 70 · EIN 84-1612955 | Consulting Fees | $20,000 |
EIDE BAILLY LLP3+ years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $15,147 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $7,598 | $80,506-90.6% | $136,298-94.4% | $80,976-90.6% |
| Participation rate | 65.6% | 61.9%+3.8pp | 81.9%-16.3pp | 68.3%-2.6pp |
| Annual return | 17.02% | 27.70%-10.7pp | 5156.27%-5139.2pp | 22.91%-5.9pp |
| Employer contribution / active EE | $293 | $1,943-84.9% | $4,696-93.8% | $2,402-87.8% |
| Participant deferral / active EE | $1,003 | $4,601-78.2% | $6,247-83.9% | $3,848-73.9% |
| Admin fee / account holder | $39 | $72-45.7% | $9,244-99.6% | $67-42.1% |