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.
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 |
|---|---|---|
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $32,275 |
FIDUCIARY INVESTMENT ADVISORS7+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $21,154 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $12,502 |
THE ANGELL PENSION GROUP, INC.7+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $9,826 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,901 | $94,836+88.6% | $75,728+136.2% | $86,828+106.0% |
| Participation rate | 71.2% | 79.1%-7.9pp | 74.8%-3.6pp | 72.3%-1.1pp |
| Annual return | 12.57% | 16.90%-4.3pp | 104.66%-92.1pp | 97.95%-85.4pp |
| Employer contribution / active EE | $1,039 | $2,908-64.3% | $2,743-62.1% | $2,406-56.8% |
| Participant deferral / active EE | $4,504 | $3,632+24.0% | $3,820+17.9% | $4,132+9.0% |
| Admin fee / account holder | $47 | $108-56.5% | $3,620-98.7% | $170-72.2% |