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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $28,272 |
MELLOTT & MELLOTT PLL1 year Filed as: MELLOTT & MELLOTT, PLL Service code 10 · EIN 31-6063298 312 WALNUT STREET, SUITE 2500 · CINCINNATI, OH 452024025 | Accounting | $12,994 |
WELL AND GOOD LLC6 years Service code 16 · EIN 27-0984119 1710 ADAMS ST · MADISON, WI 537112142 | Consulting | $8,188 |
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 | $137,255 | $74,706+83.7% | $75,731+81.2% | $79,389+72.9% |
| Participation rate | 98.4% | 75.3%+23.1pp | 74.8%+23.6pp | 70.7%+27.7pp |
| Annual return | 12.03% | 18.52%-6.5pp | 104.65%-92.6pp | 116.89%-104.9pp |
| Employer contribution / active EE | $4,131 | $2,590+59.5% | $2,743+50.6% | $2,428+70.1% |
| Participant deferral / active EE | $5,067 | $3,533+43.4% | $3,820+32.6% | $4,046+25.2% |
| Admin fee / account holder | $62 | $374-83.5% | $3,620-98.3% | $626-90.1% |