Filed September 24, 2012 (most recent of 2 filings on file)
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 |
|---|---|---|
SCS2 years Filed as: SCS RETIREMENT Service code 27 · EIN 21-0435466 | Advisory (Plan) | $17,798 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,963 |
TRUE TYPE PRINTING CO, INC.4 years Filed as: TRUE RETIREMENT Service code 27 · EIN 21-0435466 | Advisory (Plan) | $6,182 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,426 | $81,474-38.1% | $133,956-62.4% | $73,488-31.4% |
| Participation rate | 71.6% | 76.4%-4.8pp | 79.8%-8.2pp | 70.7%+0.9pp |
| Annual return | 16.35% | 19.40%-3.1pp | 45.09%-28.7pp | 28.51%-12.2pp |
| Employer contribution / active EE | $574 | $2,209-74.0% | $3,919-85.3% | $2,270-74.7% |
| Participant deferral / active EE | $2,887 | $3,786-23.8% | $5,048-42.8% | $3,740-22.8% |
| Admin fee / account holder | $120 | $713-83.2% | $8,927-98.7% | $513-76.7% |