Filed February 8, 2011
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 |
|---|---|---|
BEACHFLEISCHMAN PC1 year Service code 10 · EIN 86-0683059 | Accounting | $11,500 |
WELLSPRING FINANCIAL PARTNERS7+ years Filed as: WELLSPRING FINANCIAL PARTNER Service code 26 · EIN 45-2984270 4007 E PARADISE FALLS DR · TUCSON, AZ 85712 | Advisory (Participants) | $11,247 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,757 | $61,166-35.0% | $185,849-78.6% | $79,391-49.9% |
| Participation rate | 18.7% | 66.6%-47.9pp | 81.7%-63.0pp | 70.7%-52.0pp |
| Annual return | 13.41% | 19.45%-6.0pp | 122.10%-108.7pp | 116.88%-103.5pp |
| Employer contribution / active EE | $129 | $2,321-94.4% | $5,169-97.5% | $2,428-94.7% |
| Participant deferral / active EE | $467 | $2,789-83.3% | $5,569-91.6% | $4,046-88.5% |
| Admin fee / account holder | $479 | $710-32.6% | $16,244-97.1% | $627-23.6% |