Filed June 12, 2008
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Investment manage... | $17,120 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,517 | $46,339-32.0% | $143,801-78.1% | $64,829-51.4% |
| Participation rate | 100.0% | 64.3%+35.7pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -15.27% | -10.05%-5.2pp | -0.04%-15.2pp | 32.85%-48.1pp |
| Employer contribution / active EE | $2,613 | $1,911+36.7% | $4,952-47.2% | $2,507+4.2% |
| Participant deferral / active EE | $0 | $2,648-100.0% | $5,639-100.0% | $4,312-100.0% |
| Admin fee / account holder | $32 | $154-79.1% | $14,680-99.8% | $188-82.9% |