Filed October 26, 2001
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 10 2707 BRAMBLETON AVE SW · ROANOKE, VA 24015 | Accounting | $10,764 |
Service code 15 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $5,746 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,814 |
Filed as: BOON ADMINISTRATIVE SERVICES, INC. Service code 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $3,810 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Fees | $1,067 |
Service code 99 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Fees | $619 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,825 | $77,638-93.8% | $156,551-96.9% | $62,881-92.3% |
| Participation rate | 91.5% | 71.2%+20.3pp | 84.0%+7.5pp | 69.3%+22.2pp |
| Annual return | 6.56% | 50.33%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,049 | $3,444-40.5% | $5,501-62.8% | $2,281-10.2% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $122 | $5,561-97.8% | $13,028-99.1% | $4,296-97.2% |