Filed November 25, 2003
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 |
|---|---|---|
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 27 · EIN 41-2016508 505 HIGHWAY 169 N STE 900 · PLYMOUTH, MN 55441 | Advisory (Plan) | $14,797 |
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 171 SULLYS TRAIL · PITTSFORD, NY 14534 | Accounting | $8,900 |
TIAA1 year Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 14 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Plan Administrator | $5,359 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,849 | $69,708+34.6% | $67,560+38.9% | $74,478+26.0% |
| Participation rate | 89.2% | 71.4%+17.8pp | 72.9%+16.3pp | 67.2%+22.0pp |
| Annual return | 12.01% | -40.67%+52.7pp | 3533.50%-3521.5pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $996 | $2,715-63.3% | $2,737-63.6% | $2,626-62.1% |
| Participant deferral / active EE | $3,905 | $3,637+7.4% | $4,004-2.5% | $4,350-10.2% |
| Admin fee / account holder | $26 | $887-97.0% | $3,994-99.3% | $1,946-98.7% |