Filed January 10, 2006 (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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 13-4008324 | Accounting | $80,025 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $50,000 |
DLA PIPER1 year Filed as: DLA PIPER LLP Service code 29 · EIN 52-0616490 | Legal | $14,919 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$908,670 |
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 | $181,567 | $86,496+109.9% | $80,977+124.2% | $329,111-44.8% |
| Participation rate | 93.3% | 80.0%+13.3pp | 75.8%+17.5pp | 67.9%+25.4pp |
| Annual return | 7.63% | 20.13%-12.5pp | 17.11%-9.5pp | 16.35%-8.7pp |
| Employer contribution / active EE | $4,538 | $2,395+89.5% | $3,715+22.2% | $2,303+97.0% |
| Participant deferral / active EE | $14,034 | $5,350+162.3% | $5,696+146.4% | $3,682+281.2% |
| Admin fee / account holder | -$48 | $69-169.6% | $5,517-100.9% | $754-106.4% |