Filed August 30, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $10,893 |
STAMBAUGH NESS PC5 years Filed as: STAMBAUGH NESS, INC Service code 10 · EIN 23-2846715 | Accounting | $8,850 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,611 | $93,131-41.4% | $106,548-48.7% | $86,799-37.1% |
| Participation rate | 78.7% | 81.4%-2.7pp | 76.1%+2.6pp | 72.3%+6.5pp |
| Annual return | 16.55% | 19.45%-2.9pp | 26.80%-10.3pp | 97.91%-81.4pp |
| Employer contribution / active EE | $211 | $2,895-92.7% | $2,819-92.5% | $2,405-91.2% |
| Participant deferral / active EE | $1,760 | $4,708-62.6% | $4,398-60.0% | $4,131-57.4% |
| Admin fee / account holder | $75 | $145-48.6% | $7,407-99.0% | $170-56.0% |