Filed November 12, 2003
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 |
|---|---|---|
Service code 11 · EIN 30-0192194 | Actuarial | $35,620 |
FREED MAXICK CPAS PC1 year Filed as: FREED MAXICK CPAS, P.C. Service code 10 · EIN 45-4051133 | Accounting | $24,500 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $13,176 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 19 · EIN 42-1520346 | Securities Custodian | $8,627 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $80,293-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.4%-2.4pp |
| Annual return | 11.72% | 8.68%+3.0pp | 15.31%-3.6pp | 22.81%-11.1pp |
| Employer contribution / active EE | $4,689 | $9,089-48.4% | $28,686-83.7% | $18,290-74.4% |
| Participant deferral / active EE | $0 | $199-100.0% | $126-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $456-100.0% | $85,222-100.0% |