Filed April 26, 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 |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $42,366 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $15,000 |
Filed as: CBZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,432 | $65,092-4.1% | $143,799-56.6% | $66,938-6.7% |
| Participation rate | 89.4% | 65.2%+24.2pp | 80.3%+9.1pp | 69.8%+19.6pp |
| Annual return | -16.29% | -11.14%-5.2pp | -0.04%-16.2pp | 1.58%-17.9pp |
| Employer contribution / active EE | $2,252 | $2,362-4.6% | $4,952-54.5% | $2,545-11.5% |
| Participant deferral / active EE | $3,857 | $2,920+32.1% | $5,638-31.6% | $4,238-9.0% |
| Admin fee / account holder | $256 | $502-49.0% | $14,677-98.3% | $594-56.9% |