Filed July 18, 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 |
|---|---|---|
CLEARSTEAD ADVISORS, LLC1 year Service code 27 · EIN 34-1597728 | Advisory (Plan) | $10,000 |
HARTLAND & CO2 years Filed as: HARTLAND & CO., LLC Service code 27 · EIN 34-1597728 | Advisory (Plan) | $10,000 |
TIAA1 year Filed as: TIAA-TEACHERS INS AND ANNUITY ASSN Service code 15 · EIN 13-1624203 | Recordkeeping | $5,987 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,082 | $95,542-25.6% | $69,455+2.3% | $67,579+5.2% |
| Participation rate | 98.6% | 79.4%+19.2pp | 74.6%+23.9pp | 71.3%+27.3pp |
| Annual return | 5.69% | 17.67%-12.0pp | 28.97%-23.3pp | 378.56%-372.9pp |
| Employer contribution / active EE | $2,648 | $2,989-11.4% | $2,779-4.7% | $2,148+23.3% |
| Participant deferral / active EE | $2,367 | $3,263-27.5% | $3,535-33.0% | $3,539-33.1% |
| Admin fee / account holder | $40 | $90-55.7% | $3,839-99.0% | $142-72.0% |