Filed March 23, 2009 (most recent of 5 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,119,684 |
FIDUCIARYVEST LLC1+ years Filed as: FIDUCIARYVEST Service code 16 · EIN 20-2217636 | Consulting | $242,048 |
Filed as: METROPOLITAN WEST ASSET Service code 27 · EIN 95-2642764 | Advisory (Plan) | $190,610 |
NEEMA MAILING, INC1+ years Filed as: NEEMA PRINTING Service code 38 · EIN 01-0918753 | Participant Communication | $60,083 |
WILKINS FINSTON LAW GROUP LLP1+ years Filed as: WILKINS FINSTON LAW Service code 29 · EIN 27-5546855 | Legal | $23,478 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,997 | $46,516-5.4% | $147,618-70.2% | $69,651-36.8% |
| Participation rate | 59.4% | 65.8%-6.5pp | 84.6%-25.3pp | 66.6%-7.2pp |
| Annual return | 1.47% | 9.48%-8.0pp | 61.98%-60.5pp | 53.77%-52.3pp |
| Employer contribution / active EE | $851 | $1,393-38.9% | $5,564-84.7% | $2,241-62.0% |
| Participant deferral / active EE | $3,010 | $2,719+10.7% | $4,895-38.5% | $3,635-17.2% |
| Admin fee / account holder | $36 | $45-19.1% | $11,612-99.7% | $63-42.7% |