Filed April 27, 2006
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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $191,607 |
Service code 10 · EIN 31-0800053 | Accounting | $16,200 |
DYNAMIC PENSION SERVICES, INC.9+ years Service code 17 · EIN 31-1585572 | Pension Consulting | $9,615 |
IRONSHORE FINANCIAL, LLC2 years Service code 17 · EIN 26-3250760 | Pension Consulting | $7,800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,003 | $105,179-34.4% | $64,110+7.6% | $80,187-13.9% |
| Participation rate | 97.5% | 73.5%+23.9pp | 72.3%+25.1pp | 72.9%+24.5pp |
| Annual return | 15.13% | 20.34%-5.2pp | 33.75%-18.6pp | 40.40%-25.3pp |
| Employer contribution / active EE | $4,905 | $3,311+48.2% | $2,751+78.3% | $2,980+64.6% |
| Participant deferral / active EE | $0 | $4,020-100.0% | $3,883-100.0% | $5,016-100.0% |
| Admin fee / account holder | $48 | $113-57.4% | $3,071-98.4% | $145-66.7% |