Filed June 7, 1991
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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $28,796 |
Service code 16 · EIN 03-0215988 | Consulting | $18,000 |
BERRY DUNN3+ years Filed as: BERRY, DUNN, MCNEIL & PARKER Service code 10 · EIN 01-0523282 | Accounting | $9,970 |
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 | $84,236 | $74,552+13.0% | $63,018+33.7% | $69,634+21.0% |
| Participation rate | 97.9% | 78.3%+19.6pp | 74.8%+23.1pp | 70.7%+27.2pp |
| Annual return | 14.82% | 15.77%-0.9pp | 87.63%-72.8pp | 27572.26%-27557.4pp |
| Employer contribution / active EE | $2,975 | $2,929+1.6% | $2,761+7.7% | $2,032+46.4% |
| Participant deferral / active EE | $3,181 | $2,974+7.0% | $3,330-4.5% | $3,224-1.3% |
| Admin fee / account holder | $34 | $59-43.6% | $3,601-99.1% | $110-69.7% |