Filed February 20, 2014 (most recent of 5 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 |
|---|---|---|
HEINTZBERGER PAYNE1+ years Filed as: HEINTZBERGER PAYNE LLC Service code 13 · EIN 20-8835556 | Contract Administrator | $82,230 |
RVK, INC.1+ years Filed as: R.V. KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 | Advisory (Plan) | $31,419 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $10,472 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $2,757 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,624 | $75,760-27.9% | $123,106-55.6% | $59,188-7.7% |
| Participation rate | 88.7% | 86.0%+2.7pp | 86.8%+2.0pp | 69.4%+19.3pp |
| Annual return | -0.93% | 2.93%-3.9pp | 13.22%-14.1pp | 5.51%-6.4pp |
| Employer contribution / active EE | $2,516 | $3,415-26.3% | $5,151-51.2% | $2,098+19.9% |
| Participant deferral / active EE | $2,687 | $5,000-46.3% | $6,229-56.9% | $3,265-17.7% |
| Admin fee / account holder | $105 | $61+72.1% | $9,015-98.8% | $92+13.4% |