Filed May 5, 2008 (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 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,652,680 |
VICTORY1 year Filed as: VICTORY CAPITAL Service code 51 · EIN 13-2700161 | Investment Mgmt Fees | $193,366 |
CURCIO WEBB1 year Service code 27 · EIN 36-4171366 | Advisory (Plan) | $72,104 |
AON CONSULTING1 year Filed as: AON HEWITT INV CONSULTING INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $66,743 |
TRUCKER HUSS1 year Filed as: TUCKER HUSS Service code 29 · EIN 94-3216063 | Legal | $59,850 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $52,000 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MGMNT. Service code 51 · EIN 13-3575636 | Investment Mgmt Fees | $24,596 |
BUCK GLOBAL, LLC1 year Filed as: BUCK CONSULTANTS LLC Service code 99 · EIN 16-0468020 | Other Fees | $14,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $69,341 | $39,909+73.7% | $78,775-12.0% | $80,976-14.4% |
| Participation rate | 43.6% | 55.7%-12.1pp | 69.2%-25.6pp | 68.3%-24.7pp |
| Annual return | 235.00% | 23.47%+211.5pp | 35.62%+199.4pp | 22.91%+212.1pp |
| Employer contribution / active EE | $26 | $778-96.6% | $1,986-98.7% | $2,402-98.9% |
| Participant deferral / active EE | $657 | $1,359-51.6% | $2,958-77.8% | $3,848-82.9% |
| Admin fee / account holder | $32 | $50-35.5% | $5,132-99.4% | $67-52.4% |