Filed November 26, 2007 (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.
| Provider | Service type | Compensation |
|---|---|---|
BCA WATSON RICE LLP5+ years Service code 10 · EIN 26-1726741 | Accounting | $30,710 |
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,794 | $204,517-13.1% | $69,480+155.9% | $77,775+128.6% |
| Participation rate | 91.3% | 74.6%+16.7pp | 74.6%+16.7pp | 73.2%+18.1pp |
| Annual return | 18.72% | 22.10%-3.4pp | 28.99%-10.3pp | 32.58%-13.9pp |
| Employer contribution / active EE | $14,790 | $3,548+316.9% | $2,780+432.0% | $2,504+490.7% |
| Participant deferral / active EE | $0 | $3,478-100.0% | $3,537-100.0% | $3,966-100.0% |
| Admin fee / account holder | $4 | $101-95.9% | $3,840-99.9% | $100-95.9% |