Filed March 21, 2006 (most recent of 4 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 |
|---|---|---|
VALMARK ADVISERS INC1+ years Filed as: VALMARK ADVISORS, INC Service code 33 · EIN 31-1509466 | Securities brokerage | $39,553 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 99 · EIN 04-2530412 | Other Fees | $17,370 |
TIAA1+ years Filed as: TIAA-TEACHERS INS. AND ANNU. ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $4,998 |
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 | $82,802 | $86,791-4.6% | $115,038-28.0% | $59,188+39.9% |
| Participation rate | 95.0% | 72.8%+22.1pp | 81.4%+13.6pp | 69.4%+25.5pp |
| Annual return | 2.26% | 4.44%-2.2pp | 26.14%-23.9pp | 5.51%-3.2pp |
| Employer contribution / active EE | $4,968 | $2,950+68.4% | $4,608+7.8% | $2,098+136.8% |
| Participant deferral / active EE | $4,251 | $5,298-19.8% | $6,026-29.5% | $3,265+30.2% |
| Admin fee / account holder | $22 | $95-77.2% | $8,175-99.7% | $92-76.5% |