Filed March 1, 2006 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $145,081 |
Filed as: SFG RETIREMENT PLAN CONSULTING LLC Service code 27 · EIN 46-4984194 | Advisory (Plan) | $70,000 |
KSJG, LLP4+ years Filed as: KSJG Service code 50 · EIN 95-3322166 | Direct Payment | $10,660 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,724 | $80,005+74.6% | $140,016-0.2% | $55,725+150.7% |
| Participation rate | 84.7% | 87.0%-2.3pp | 87.5%-2.8pp | 70.9%+13.8pp |
| Annual return | -0.80% | 0.46%-1.3pp | 651.12%-651.9pp | 244.93%-245.7pp |
| Employer contribution / active EE | $1,972 | $3,403-42.0% | $5,606-64.8% | $2,078-5.1% |
| Participant deferral / active EE | $8,016 | $5,264+52.3% | $6,927+15.7% | $3,356+138.9% |
| Admin fee / account holder | $462 | $116+299.5% | $10,705-95.7% | $115+301.2% |