Filed January 23, 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.
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| Provider | Service type | Compensation |
|---|---|---|
TONNESON & COMPANY, PC1 year Filed as: TONNESON & COMPANY Service code 10 · EIN 04-2943536 401 EDGEWATER PLACE · WAKEFIELD, MA 01880 | Accounting | $10,000 |
WELL AND GOOD LLC3 years Filed as: WELL AND GOOD, LLC Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $5,500 |
TIAA1 year Service code 64 · EIN 13-1624203 739 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $448 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,856 | $49,249+173.8% | $70,476+91.3% | $79,852+68.9% |
| Participation rate | 83.5% | 69.2%+14.3pp | 75.1%+8.4pp | 69.6%+13.9pp |
| Annual return | 14.38% | 30.09%-15.7pp | 109.12%-94.7pp | 31.72%-17.3pp |
| Employer contribution / active EE | $4,489 | $2,100+113.7% | $2,738+63.9% | $2,471+81.6% |
| Participant deferral / active EE | $6,346 | $2,769+129.2% | $3,710+71.0% | $3,740+69.7% |
| Admin fee / account holder | $97 | $2,878-96.6% | $3,847-97.5% | $5,306-98.2% |