Filed June 2, 2003
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 |
|---|---|---|
IRS2 years Service code 49 · EIN 23-1542546 | Other Services | $45,000 |
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $35,843 |
Filed as: CORNERSTONE Service code 16 · EIN 75-3204798 | Consulting | $15,000 |
VALUE CONSULTING GROUP1 year Filed as: VALUE MGT Service code 34 · EIN 23-2639318 | Valuation (appraisals, etc.); Direct ... | $12,218 |
HDH ADVISORS LLC1 year Filed as: HDH Service code 34 · EIN 27-5464509 | Direct payment from the plan; Valuati... | $7,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,024 | $93,010-37.6% | $96,538-39.9% | $74,473-22.1% |
| Participation rate | 98.5% | 71.6%+26.9pp | 74.3%+24.1pp | 70.7%+27.8pp |
| Annual return | 56.82% | 37.50%+19.3pp | 35.74%+21.1pp | 34.36%+22.5pp |
| Employer contribution / active EE | $6,316 | $3,427+84.3% | $3,740+68.9% | $2,638+139.4% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $296 | $633-53.3% | $6,737-95.6% | $347-14.8% |