Filed June 30, 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 26-4310632 | Other Commissions | $35,890 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,144 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $0 | $227,657-100.0% | $189,611-100.0% | $167,560-100.0% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.5%-78.5pp | 82.1%-82.1pp |
| Annual return | -81.17% | 78.46%-159.6pp | 64.20%-145.4pp | 478.94%-560.1pp |
| Employer contribution / active EE | $0 | $5,318-100.0% | $4,413-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $7,004-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $11,881-100.0% | $9,808-100.0% | $12,317-100.0% |