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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $23,025 |
BCA WATSON RICE LLP8+ years Service code 10 · EIN 26-1726741 | Accounting | $10,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,243 | $95,445+29.1% | $60,919+102.3% | $78,104+57.8% |
| Participation rate | 93.6% | 72.5%+21.1pp | 73.1%+20.5pp | 74.5%+19.1pp |
| Annual return | -11.60% | -12.21%+0.6pp | 16.98%-28.6pp | 10.90%-22.5pp |
| Employer contribution / active EE | $0 | $3,900-100.0% | $2,704-100.0% | $3,128-100.0% |
| Participant deferral / active EE | $10,785 | $4,558+136.6% | $3,814+182.7% | $5,089+111.9% |
| Admin fee / account holder | $4 | $46-92.2% | $3,226-99.9% | $79-95.5% |