Filed November 9, 2005 (most recent of 9 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 |
|---|---|---|
BONADIO & CO., LLP2 years Service code 10 100 CORPORATE PARKWAY · AMHERST, NY 14226 | Accounting | $11,000 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $10,579 |
NEPC, LLC2 years Service code 16 PO BOX 4110 · WOBURN, MA 01888 | Consulting | $8,709 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $276,593 | $160,088+72.8% | $112,977+144.8% | $73,415+276.8% |
| Participation rate | 88.9% | 90.7%-1.8pp | 82.6%+6.3pp | 72.2%+16.7pp |
| Annual return | 15.45% | 17.93%-2.5pp | 24.24%-8.8pp | 59.30%-43.8pp |
| Employer contribution / active EE | $3,610 | $5,200-30.6% | $4,255-15.1% | $2,234+61.6% |
| Participant deferral / active EE | $10,014 | $8,024+24.8% | $5,836+71.6% | $3,806+163.1% |
| Admin fee / account holder | $78 | $133-41.4% | $6,294-98.8% | $158-50.8% |