Filed November 27, 2013 (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 |
|---|---|---|
GATTO POPE8 years Service code 10 · EIN 33-0371564 | Accounting | $14,957 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL Service code 34 · EIN 75-0786316 | Valuation (appraisals, etc.); Direct ... | $14,350 |
Filed as: PRUDENT FIDUCIARY SERVICES Service code 25 · EIN 27-2818421 | Directed Trustee | $12,013 |
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $11,257 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,471 | $102,317-41.9% | $146,958-59.5% | $80,856-26.4% |
| Participation rate | 84.4% | 75.8%+8.5pp | 82.2%+2.2pp | 67.6%+16.7pp |
| Annual return | 25.03% | 134.76%-109.7pp | 418.34%-393.3pp | 35.59%-10.6pp |
| Employer contribution / active EE | $5,573 | $3,713+50.1% | $4,933+13.0% | $2,755+102.3% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $392 | $7,941-95.1% | $12,998-97.0% | $6,918-94.3% |