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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS6+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $57,671 |
RSM US LLP3 years Service code 99 · EIN 42-0714325 | Other Fees | $10,000 |
THE ANGELL PENSION GROUP, INC.6+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $5,852 |
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 | $167,730 | $84,948+97.4% | $70,492+137.9% | $73,415+128.5% |
| Participation rate | 76.0% | 79.9%-3.9pp | 75.1%+1.0pp | 72.2%+3.9pp |
| Annual return | 12.28% | 13.39%-1.1pp | 109.16%-96.9pp | 59.30%-47.0pp |
| Employer contribution / active EE | $3,785 | $2,834+33.6% | $2,738+38.2% | $2,234+69.4% |
| Participant deferral / active EE | $4,826 | $3,387+42.5% | $3,711+30.0% | $3,806+26.8% |
| Admin fee / account holder | $48 | $98-51.5% | $3,848-98.8% | $158-69.9% |