Filed April 29, 2008
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $64,897 |
K&L GATES1 year Service code 29 · EIN 25-0921018 | Legal | $9,158 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,734 | $191,300+50.4% | $103,065+179.2% | $200,096+43.8% |
| Participation rate | 98.4% | 93.4%+5.1pp | 80.6%+17.9pp | 72.0%+26.4pp |
| Annual return | 16.57% | 15.75%+0.8pp | 23.95%-7.4pp | 34.26%-17.7pp |
| Employer contribution / active EE | $8,270 | $6,666+24.0% | $4,675+76.9% | $3,038+172.2% |
| Participant deferral / active EE | $11,963 | $10,452+14.5% | $6,625+80.6% | $5,090+135.0% |
| Admin fee / account holder | $21 | $115-81.9% | $9,349-99.8% | $269-92.3% |