Filed March 19, 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 |
|---|---|---|
FINDLEY1 year Filed as: FINDLEY DAVIES, INC. Service code 11 · EIN 34-1213174 | Actuarial | $39,104 |
OGLETREE DEAKINS1 year Filed as: OGLETREE DEAKINS NASH SMOAK Service code 29 · EIN 57-1044820 | Legal | $15,512 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $12,500 |
MATRIX TRUST COMPANY1 year Filed as: MG TRUST CO. D/B/A MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $7,376 |
Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $5,720 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $380,050-100.0% | $322,681-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 34.9%-34.9pp | 27.6%-27.6pp | 45.6%-45.6pp |
| Annual return | 0.63% | 3.71%-3.1pp | 4.07%-3.4pp | 4.16%-3.5pp |
| Employer contribution / active EE | $4,919 | $41,545-88.2% | $36,235-86.4% | $42,918-88.5% |
| Participant deferral / active EE | $0 | $240-100.0% | $215-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,300-100.0% | $7,128-100.0% | $21,465-100.0% |