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.
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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $98,075 |
STOWE & DEGON, LLC7+ years Service code 10 · EIN 04-3379904 | Accounting | $29,800 |
Service code 28 · EIN 26-0058143 | Investment Management | $14,637 |
CAMMACK LARHETTE ADVISORS7+ years Service code 28 · EIN 13-3052851 | Investment Management | $11,250 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,568 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,133 | $120,057+108.3% | $75,728+230.3% | $93,010+168.9% |
| Participation rate | 100.0% | 77.3%+22.7pp | 74.8%+25.2pp | 73.9%+26.1pp |
| Annual return | 12.93% | 19.62%-6.7pp | 104.66%-91.7pp | 158.70%-145.8pp |
| Employer contribution / active EE | $5,621 | $3,253+72.8% | $2,743+104.9% | $2,705+107.8% |
| Participant deferral / active EE | $6,251 | $4,089+52.9% | $3,820+63.6% | $4,561+37.1% |
| Admin fee / account holder | $35 | $81-57.0% | $3,620-99.0% | $152-76.9% |