Filed March 9, 2004 (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 13 · EIN 42-0127290 | Contract Administrator | $129,414 |
CARON & BLETZER, PLLC4 years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $56,902 |
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $18,687 |
SQUIRE PATTON BOGGS (US) LLP5 years Filed as: SQUIRE PATTON BOGGS US LLP Service code 29 · EIN 34-0648199 | Legal | $10,643 |
HAAS PRINTING CO, INC.1 year Filed as: HAAS PRINTING CO Service code 36 · EIN 23-2004040 | Direct payment from the plan; Copying... | $6,969 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,025 | $110,258-71.9% | $102,460-69.7% | $200,096-84.5% |
| Participation rate | 92.3% | 86.3%+6.0pp | 76.5%+15.8pp | 72.0%+20.3pp |
| Annual return | 98.02% | 35.78%+62.2pp | 29.47%+68.5pp | 34.26%+63.8pp |
| Employer contribution / active EE | $1,119 | $3,605-69.0% | $3,025-63.0% | $3,038-63.2% |
| Participant deferral / active EE | $3,033 | $6,377-52.4% | $5,056-40.0% | $5,090-40.4% |
| Admin fee / account holder | $86 | $122-29.8% | $9,460-99.1% | $269-68.1% |