Filed February 21, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: HENDERSON BROS. RET. PLAN SERVICES Service code 16 · EIN 20-4683855 920 FORT DUQUESNE BLVD. · PITTSBURG, PA 152223602 | Consulting | $12,470 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENEU · NEW YORK, NY 10017 | Recordkeeping Fees | $75 |
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 | $69,843 | $65,322+6.9% | $70,494-0.9% | $73,497-5.0% |
| Participation rate | 89.1% | 77.0%+12.2pp | 75.1%+14.1pp | 70.7%+18.4pp |
| Annual return | 16.97% | 15.71%+1.3pp | 109.16%-92.2pp | 28.51%-11.5pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,155 | $3,375+82.4% | $3,711+65.9% | $3,740+64.6% |
| Admin fee / account holder | $79 | $214-63.1% | $3,848-97.9% | $513-84.6% |