Filed November 9, 2005 (most recent of 5 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 |
|---|---|---|
BDO USA, LLP5 years Service code 10 · EIN 13-5381590 | Accounting | $31,892 |
GROOM LAW GROUP9+ years Filed as: GROOM LAW GROUP, CHARTERED Service code 17 · EIN 52-1219029 | Pension Consulting | $6,271 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,541 | $112,711-11.7% | $170,055-41.5% | $80,187+24.1% |
| Participation rate | 98.0% | 87.4%+10.7pp | 87.0%+11.0pp | 72.9%+25.1pp |
| Annual return | 18.14% | 67.06%-48.9pp | 53.43%-35.3pp | 40.40%-22.3pp |
| Employer contribution / active EE | $3,455 | $4,488-23.0% | $6,790-49.1% | $2,980+15.9% |
| Participant deferral / active EE | $6,336 | $7,861-19.4% | $10,410-39.1% | $5,016+26.3% |
| Admin fee / account holder | $12 | $99-87.9% | $12,828-99.9% | $145-91.7% |