Filed June 22, 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.
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| Provider | Service type | Compensation |
|---|---|---|
FIRST PACIFIC FINANCIAL INC4 years Service code 27 610 ESTHER ST · VANCOUVER, WA 98660 | Advisory (Plan) | $37,011 |
Service code 64 8515 EAST ORCHARD ROAD · GREEN VILLAGE, CO 80111 | Recordkeeping Fees | $28,692 |
PENSION PLAN SPECIALISTS, PC4 years Filed as: PENSION PLAN SPECIALISTS Service code 13 805 BROADWAY · VANCOUVER, WA 98660 | Contract Administrator | $10,100 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,775 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,807 | $79,428+21.9% | $106,548-9.1% | $79,386+21.9% |
| Participation rate | 94.2% | 74.1%+20.0pp | 76.1%+18.0pp | 70.7%+23.5pp |
| Annual return | 15.60% | 18.27%-2.7pp | 26.80%-11.2pp | 116.85%-101.2pp |
| Employer contribution / active EE | $1,347 | $2,234-39.7% | $2,819-52.2% | $2,427-44.5% |
| Participant deferral / active EE | $3,824 | $3,8230% | $4,398-13.1% | $4,046-5.5% |
| Admin fee / account holder | $407 | $523-22.2% | $7,407-94.5% | $626-35.1% |