Filed June 23, 2003
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Service code 12 · EIN 06-1053228 | Consulting (pension); Recordkeeping a... | $26,719 |
TIAA3 years Filed as: TIAA-CREF Service code 12 · EIN 13-1624203 | Consulting (pension); Trustee (bank, ... | $75 |
Service code 18 · EIN 94-1737782 | Recordkeeping fees; Investment manage... | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
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 | $190,447 | $74,706+154.9% | $75,714+151.5% | $79,391+139.9% |
| Participation rate | 77.2% | 75.3%+1.9pp | 74.8%+2.4pp | 70.7%+6.5pp |
| Annual return | 13.38% | 18.52%-5.1pp | 104.62%-91.2pp | 116.88%-103.5pp |
| Employer contribution / active EE | $7,817 | $2,590+201.8% | $2,744+184.9% | $2,428+222.0% |
| Participant deferral / active EE | $5,149 | $3,533+45.7% | $3,820+34.8% | $4,046+27.3% |
| Admin fee / account holder | $59 | $374-84.1% | $3,619-98.4% | $627-90.5% |