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 | $59,326 |
CARON & BLETZER, PLLC2 years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $18,775 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $11,500 |
SQUIRE PATTON BOGGS (US) LLP3 years Filed as: SQUIRE PATTON BOGGS US LLP Service code 29 · EIN 34-0648199 | Legal | $7,243 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,615 | $72,303-41.1% | $86,717-50.9% | $64,829-34.3% |
| Participation rate | 85.6% | 80.4%+5.2pp | 76.6%+9.0pp | 71.5%+14.1pp |
| Annual return | -22.96% | 392.77%-415.7pp | 35.97%-58.9pp | 32.85%-55.8pp |
| Employer contribution / active EE | $1,012 | $2,393-57.7% | $2,837-64.3% | $2,507-59.6% |
| Participant deferral / active EE | $2,965 | $4,660-36.4% | $4,657-36.3% | $4,312-31.2% |
| Admin fee / account holder | $117 | $174-33.0% | $7,494-98.4% | $188-37.9% |