Filed March 15, 2006
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 |
|---|---|---|
WEB401K.COM, INC.5 years Service code 14 · EIN 23-2295461 | Plan Administrator | $78,378 |
CURI WEALTH MANAGEMENT LLC3 years Filed as: CURI WEALTH MANAGEMENT, LLC Service code 26 · EIN 61-1764391 | Advisory (Participants) | $37,170 |
Filed as: LOGAN CAPITAL MANAGEMENT Service code 26 · EIN 23-2744570 | Advisory (Participants) | $15,769 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $12,595 |
CONDOR CAPITAL MANAGMENT3 years Service code 26 · EIN 22-2915364 | Advisory (Participants) | $6,256 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $309,416 | $50,919+507.7% | $155,556+98.9% | $77,762+297.9% |
| Participation rate | 90.6% | 63.1%+27.5pp | 78.2%+12.3pp | 70.6%+20.0pp |
| Annual return | 14.95% | 34.84%-19.9pp | 64.84%-49.9pp | 31.27%-16.3pp |
| Employer contribution / active EE | $8,347 | $1,991+319.1% | $4,675+78.5% | $2,728+206.0% |
| Participant deferral / active EE | $6,931 | $2,824+145.4% | $5,631+23.1% | $4,651+49.0% |
| Admin fee / account holder | $317 | $437-27.5% | $15,885-98.0% | $433-26.8% |