Filed December 27, 2011
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 |
|---|---|---|
ALMICH & ASSOCIATES2 years Service code 10 · EIN 33-0526284 | Accounting | $24,500 |
5500TAX GROUP, INC.4+ years Service code 64 · EIN 20-2116576 | Recordkeeping Fees | $8,028 |
Filed as: FIDELITY INV INST OPER CO INC. Service code 37 · EIN 04-2647786 | Loan Processing | $4,628 |
Filed as: TEACHERS INS AND ANNUITY ASSO Service code 19 · EIN 13-1624203 | Securities Custodian | $372 |
Filed as: FIDELITY INV INST OPS CO INC. Service code 60 | Sub-TA Fees | $0 |
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 | $62,710 | $87,173-28.1% | $59,899+4.7% | $75,289-16.7% |
| Participation rate | 95.5% | 74.5%+21.1pp | 74.7%+20.8pp | 72.4%+23.1pp |
| Annual return | -2.60% | -2.14%-0.5pp | 3.46%-6.1pp | -0.04%-2.6pp |
| Employer contribution / active EE | $0 | $3,473-100.0% | $2,723-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $6,005 | $3,379+77.7% | $3,403+76.5% | $3,739+60.6% |
| Admin fee / account holder | $13 | $75-83.0% | $3,592-99.6% | $102-87.6% |