Filed July 9, 2002
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 | $96,930 |
CAMMACK LARHETTE ADVISORS6+ years Service code 28 · EIN 13-3052851 | Investment Management | $45,000 |
VERRILL DANA LLP1 year Service code 28 · EIN 01-0176171 | Investment Management | $14,968 |
STOWE & DEGON, LLC6+ years Service code 10 · EIN 04-3379904 | Accounting | $14,600 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,037 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,516 | $105,581+115.5% | $70,492+222.8% | $90,274+152.0% |
| Participation rate | 84.8% | 77.5%+7.2pp | 75.1%+9.7pp | 73.4%+11.4pp |
| Annual return | 44.29% | 14.78%+29.5pp | 109.16%-64.9pp | 53.97%-9.7pp |
| Employer contribution / active EE | $5,718 | $3,304+73.1% | $2,738+108.8% | $2,523+126.6% |
| Participant deferral / active EE | $5,737 | $3,813+50.5% | $3,711+54.6% | $4,231+35.6% |
| Admin fee / account holder | $48 | $68-28.2% | $3,848-98.7% | $114-57.5% |