Filed February 8, 2005
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 |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,790 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,406 | $62,324-43.2% | $68,509-48.3% | $55,191-35.8% |
| Participation rate | 52.2% | 78.9%-26.7pp | 74.7%-22.5pp | 69.2%-17.0pp |
| Annual return | 0.65% | 4.26%-3.6pp | 8.27%-7.6pp | 10.78%-10.1pp |
| Employer contribution / active EE | $954 | $2,223-57.1% | $2,278-58.1% | $1,899-49.8% |
| Participant deferral / active EE | $3,016 | $3,425-11.9% | $3,382-10.8% | $3,046-1.0% |
| Admin fee / account holder | $16 | $91-82.1% | $5,275-99.7% | $91-81.9% |