Filed February 28, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $70,972 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 99 · EIN 36-4001764 | Other Fees | $54,791 |
Filed as: CBIZ CPAS, P.C. Service code 99 · EIN 34-1846498 | Other Fees | $23,240 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $11,376 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $173,193 | $91,710+88.8% | $67,560+156.4% | $77,762+122.7% |
| Participation rate | 66.7% | 76.0%-9.3pp | 72.9%-6.2pp | 70.6%-3.9pp |
| Annual return | 11.06% | 14.88%-3.8pp | 3533.50%-3522.4pp | 31.27%-20.2pp |
| Employer contribution / active EE | $2,687 | $3,187-15.7% | $2,737-1.8% | $2,728-1.5% |
| Participant deferral / active EE | $5,202 | $3,911+33.0% | $4,004+29.9% | $4,651+11.9% |
| Admin fee / account holder | $98 | $245-60.2% | $3,994-97.6% | $433-77.5% |