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 | $154,541 |
CARON & BLETZER, PLLC5 years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $32,500 |
FIDUCIENT ADVISORS LLC5 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $17,248 |
SQUIRE PATTON BOGGS US LLP6 years Service code 29 · EIN 34-0648199 | Legal | $10,157 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER TS PLLC Service code 10 · EIN 47-2722581 | Accounting | $5,499 |
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 | $36,576 | $139,251-73.7% | $113,397-67.7% | $100,573-63.6% |
| Participation rate | 92.8% | 88.8%+4.0pp | 76.5%+16.3pp | 70.9%+21.8pp |
| Annual return | 15.69% | 14.13%+1.6pp | 23.20%-7.5pp | 18.89%-3.2pp |
| Employer contribution / active EE | $1,472 | $3,969-62.9% | $2,977-50.6% | $3,763-60.9% |
| Participant deferral / active EE | $4,118 | $7,399-44.3% | $5,076-18.9% | $4,921-16.3% |
| Admin fee / account holder | $87 | $149-42.1% | $11,957-99.3% | $454-80.9% |