Filed December 22, 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.
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| Provider | Service type | Compensation |
|---|---|---|
ASSUREDPARTNERS CAPITAL INC2 years Filed as: ASSURED PARTNERS INVESTMENT ADVISOR Service code 27 · EIN 85-0777552 | Advisory (Plan) | $52,478 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $25,314 |
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).
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 | $119,264 | $79,184+50.6% | $102,438+16.4% | $74,546+60.0% |
| Participation rate | 82.3% | 74.8%+7.5pp | 76.5%+5.8pp | 67.2%+15.1pp |
| Annual return | 14.54% | 54.95%-40.4pp | 29.37%-14.8pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $1,876 | $2,362-20.6% | $3,024-37.9% | $2,624-28.5% |
| Participant deferral / active EE | $4,542 | $4,414+2.9% | $5,054-10.1% | $4,347+4.5% |
| Admin fee / account holder | $378 | $2,001-81.1% | $9,448-96.0% | $1,944-80.6% |