Filed April 13, 2007 (most recent of 3 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.
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $685,981 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $241,269 |
Filed as: GRP ADVISOR ALLIANCE Service code 15 · EIN 47-3204636 | Recordkeeping | $72,000 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $43,243 |
FINANCIAL SOUNDINGS LLC1 year Filed as: FINANCIAL SOUNDINGS BENEFIT SERVICE Service code 15 · EIN 20-0193152 | Recordkeeping | $35,056 |
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 | $135,529 | $104,281+30.0% | $140,019-3.2% | $68,904+96.7% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.5%+12.5pp | 74.1%+25.9pp |
| Annual return | -5.39% | -1.33%-4.1pp | 651.19%-656.6pp | 1.07%-6.5pp |
| Employer contribution / active EE | $9,566 | $4,070+135.0% | $5,605+70.7% | $2,540+276.6% |
| Participant deferral / active EE | $5,605 | $6,129-8.6% | $6,927-19.1% | $4,015+39.6% |
| Admin fee / account holder | $180 | $79+128.1% | $10,705-98.3% | $71+151.8% |