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 |
|---|---|---|
TIAA8 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $29,667 |
FIRST NATIONAL CORPORATION7 years Service code 27 · EIN 04-2541452 | Advisory (Plan) | $26,765 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $6,150 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,038 | $69,708+72.2% | $67,560+77.7% | $74,478+61.2% |
| Participation rate | 99.1% | 71.4%+27.6pp | 72.9%+26.1pp | 67.2%+31.8pp |
| Annual return | 12.08% | -40.67%+52.8pp | 3533.50%-3521.4pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $4,494 | $2,715+65.5% | $2,737+64.2% | $2,626+71.1% |
| Participant deferral / active EE | $8,258 | $3,637+127.1% | $4,004+106.2% | $4,350+89.8% |
| Admin fee / account holder | $293 | $887-67.0% | $3,994-92.7% | $1,946-84.9% |