Filed October 12, 2006
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 |
|---|---|---|
TIAA2 years Service code 19 · EIN 13-1624203 | Securities Custodian | $132,956 |
PRICEWATERHOUSECOOPERS LLP2 years Service code 10 · EIN 13-4008324 | Accounting | $61,440 |
PORTFOLIO EVALUATIONS, INC.4+ years Filed as: PORTFOLIO EVALUATIONS, INC Service code 28 · EIN 23-3189064 | Investment Management | $19,312 |
SEYFARTH SHAW LLP2 years Service code 29 · EIN 36-2152202 | Legal | $17,597 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,055 | $88,874+118.3% | $123,544+57.1% | $75,289+157.7% |
| Participation rate | 97.4% | 75.9%+21.6pp | 82.3%+15.1pp | 72.4%+25.0pp |
| Annual return | -2.76% | 4.22%-7.0pp | 119.20%-122.0pp | -0.04%-2.7pp |
| Employer contribution / active EE | $10,095 | $3,256+210.1% | $4,628+118.1% | $2,405+319.8% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $43 | $95-54.5% | $9,284-99.5% | $102-57.9% |