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, PC4 years Filed as: TONNESON & COMPANY Service code 10 · EIN 04-2943536 | Accounting | $14,705 |
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $8,806 |
WELL AND GOOD LLC2 years Service code 27 · EIN 27-0984119 | Advisory (Plan) | $3,250 |
Service code 16 · EIN 26-1233837 | Consulting | $2,140 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,739 | $46,596+174.1% | $64,099+99.3% | $75,181+69.9% |
| Participation rate | 92.0% | 65.9%+26.0pp | 72.3%+19.6pp | 67.2%+24.8pp |
| Annual return | 14.41% | 26.04%-11.6pp | 33.70%-19.3pp | 160.69%-146.3pp |
| Employer contribution / active EE | $4,862 | $1,975+146.2% | $2,748+76.9% | $2,671+82.1% |
| Participant deferral / active EE | $7,739 | $2,837+172.8% | $3,881+99.4% | $4,126+87.6% |
| Admin fee / account holder | $127 | $2,954-95.7% | $3,070-95.9% | $5,650-97.8% |