Filed April 8, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $36,428 |
APPLE GROWTH PARTNERS2+ years Filed as: APPLE GROWTH Service code 34 · EIN 31-1082617 | Valuation (appraisals, etc.) | $16,600 |
Filed as: BOBER MARKEY AND FEDOROVICH Service code 10 · EIN 34-0641962 | Accounting | $7,596 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,175 | $60,165-5.0% | $74,184-22.9% | $55,167+3.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 0.19% | 10.00%-9.8pp | 17.74%-17.5pp | 169.23%-169.0pp |
| Employer contribution / active EE | $270 | $1,600-83.1% | $2,370-88.6% | $1,963-86.3% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $169 | $419-59.7% | $5,586-97.0% | $504-66.5% |