Filed February 13, 2007
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 |
|---|---|---|
CHIMENTO AND WEBB PC1 year Filed as: CHIMENTO & WEBB, P.C. Service code 29 · EIN 47-1507939 | Legal | $50,781 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $33,075 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $18,750 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,271 |
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 | $125,277 | $79,151+58.3% | $60,919+105.6% | $64,824+93.3% |
| Participation rate | 95.8% | 77.7%+18.1pp | 73.1%+22.7pp | 71.5%+24.3pp |
| Annual return | -11.71% | -7.12%-4.6pp | 16.96%-28.7pp | 32.84%-44.5pp |
| Employer contribution / active EE | $7,905 | $3,052+159.0% | $2,704+192.4% | $2,507+215.3% |
| Participant deferral / active EE | $6,665 | $3,727+78.8% | $3,814+74.7% | $4,311+54.6% |
| Admin fee / account holder | $119 | $106+12.2% | $3,228-96.3% | $188-36.9% |