Filed January 13, 2014
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ISAACKS & ASSOCIATES1 year Filed as: ISAACKS & ASSOCIATES, LTD., LLP Service code 21 12777 JONES RD., SUITE 100 · HOUSTON, TX 770704624 | Bank Trustee | $38,750 |
MENKE & ASSOCIATES, INC.1 year Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $16,750 |
WEINRESS & ASSOCIATES1 year Service code 34 47 WILLOW LANE · SAUSALITO, CA 94905 | Valuation (appraisals, etc.) | $16,000 |
Service code 10 3201 PACIFIC AVENUE, SUITE 2 · WILDWOOD, NJ 082600477 | Accounting | $8,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,957 | $35,485+40.8% | $74,551-33.0% | $55,725-10.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.1%+30.9pp | 70.9%+29.1pp |
| Annual return | 34.89% | 0.72%+34.2pp | 32.53%+2.4pp | 244.93%-210.0pp |
| Employer contribution / active EE | $4,321 | $777+455.9% | $1,961+120.3% | $2,078+107.9% |
| Participant deferral / active EE | $0 | $2,181-100.0% | $3,108-100.0% | $3,356-100.0% |
| Admin fee / account holder | $204 | $114+78.6% | $5,059-96.0% | $115+77.3% |