Filed April 9, 2008
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CERTIFIED FINANCIAL GROUP3 years Filed as: CERTIFIED FINANCIAL GROUP INC. Service code 99 · EIN 33-0128386 | Other Fees | $21,000 |
GEFFEN MESHER2 years Filed as: GEFFEN MESHER & COMPANY, PC Service code 10 · EIN 93-1042710 | Accounting | $12,460 |
PENSION PLAN SPECIALISTS, PC2 years Service code 99 · EIN 26-1570786 | Other Fees | $8,971 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,960 |
MORNINGSTAR5+ years Service code 27 | Advisory (Plan) | $3,647 |
Filed as: VOYA RETIREMENT MANAGEMENT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $50,086 | $26,479+89.2% | $74,723-33.0% | $77,775-35.6% |
| Participation rate | 23.1% | 37.6%-14.5pp | 54.5%-31.3pp | 73.2%-50.1pp |
| Annual return | 33.20% | 38.31%-5.1pp | 753.18%-720.0pp | 32.58%+0.6pp |
| Employer contribution / active EE | $173 | $440-60.6% | $1,084-84.0% | $2,504-93.1% |
| Participant deferral / active EE | $606 | $1,074-43.6% | $1,962-69.1% | $3,966-84.7% |
| Admin fee / account holder | $52 | $119-56.3% | $3,335-98.4% | $100-48.0% |