Filed October 5, 2011
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 |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $29,324 |
MELLOTT & MELLOTT PLL4 years Filed as: MELLOTT & MELLOTT, PLL Service code 10 · EIN 31-6063298 | Accounting | $12,850 |
Service code 16 · EIN 26-1233837 | Consulting | $4,432 |
PLANPILOT, LLC1 year Service code 16 · EIN 45-4168388 | Consulting | $4,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,837 | $69,708+109.2% | $67,560+115.9% | $74,478+95.8% |
| Participation rate | 99.1% | 71.4%+27.7pp | 72.9%+26.1pp | 67.2%+31.9pp |
| Annual return | 11.73% | -40.67%+52.4pp | 3533.50%-3521.8pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $4,172 | $2,715+53.7% | $2,737+52.5% | $2,626+58.9% |
| Participant deferral / active EE | $5,246 | $3,637+44.3% | $4,004+31.0% | $4,350+20.6% |
| Admin fee / account holder | $114 | $887-87.1% | $3,994-97.1% | $1,946-94.1% |