Filed April 9, 2009
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 |
|---|---|---|
TANNER LLC2 years Filed as: TANNER, LLC Service code 10 · EIN 20-2253063 | Accounting | $14,340 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $64,954-100.0% | $115,752-100.0% | $62,293-100.0% |
| Participation rate | 0.0% | 73.0%-73.0pp | 77.8%-77.8pp | 69.5%-69.5pp |
| Annual return | 16.95% | 24.87%-7.9pp | 19.41%-2.5pp | 28.90%-11.9pp |
| Employer contribution / active EE | $3,314 | $2,344+41.4% | $3,492-5.1% | $2,042+62.3% |
| Participant deferral / active EE | $10,327 | $3,665+181.7% | $5,204+98.5% | $3,169+225.9% |
| Admin fee / account holder | $0 | $414-100.0% | $6,278-100.0% | $479-100.0% |