Filed November 20, 2007
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $151,516 |
PHILLIPS LYTLE LLP1 year Service code 16 · EIN 16-0505790 | Consulting | $40,172 |
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 | Accounting | $23,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,834 | $110,258-11.3% | $102,460-4.5% | $200,096-51.1% |
| Participation rate | 93.5% | 86.3%+7.2pp | 76.5%+17.0pp | 72.0%+21.4pp |
| Annual return | 14.84% | 35.78%-20.9pp | 29.47%-14.6pp | 34.26%-19.4pp |
| Employer contribution / active EE | $7,481 | $3,605+107.5% | $3,025+147.3% | $3,038+146.3% |
| Participant deferral / active EE | $6,404 | $6,377+0.4% | $5,056+26.7% | $5,090+25.8% |
| Admin fee / account holder | $88 | $122-27.6% | $9,460-99.1% | $269-67.1% |