Filed October 18, 2004
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 |
|---|---|---|
SEI INVESTMENTS10+ years Service code 19 · EIN 23-3060382 | Securities Custodian | $568,324 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 11 · EIN 13-3689044 | Actuarial | $113,486 |
CARON & BLETZER, PLLC10+ years Service code 10 · EIN 04-3499945 | Accounting | $9,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | - | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 10.92% | 7.65%+3.3pp | 4.95%+6.0pp | 7.65%+3.3pp |
| Employer contribution / active EE | $31,699 | $20,599+53.9% | $20,917+51.6% | $20,599+53.9% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $188-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | - | $193-100.0% |