Filed December 14, 2005
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 |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: FINDLEY, A DIVISION OF USI Service code 15 · EIN 06-1053228 | Recordkeeping | $47,512 |
AXIA ADVISORY CORPORATION6+ years Filed as: AXIA ADVISORY INC Service code 26 · EIN 35-1859469 | Advisory (Participants) | $41,404 |
MATRIX TRUST COMPANY1 year Service code 13 · EIN 75-3182674 | Contract Administrator | $9,740 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,618 | $52,293-20.4% | $178,498-76.7% | $73,412-43.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 16.53% | 34.75%-18.2pp | 151.09%-134.6pp | 59.30%-42.8pp |
| Employer contribution / active EE | $2,995 | $1,735+72.6% | $5,011-40.2% | $2,234+34.1% |
| Participant deferral / active EE | $1,535 | $2,332-34.2% | $5,202-70.5% | $3,806-59.7% |
| Admin fee / account holder | $163 | $127+28.3% | $13,985-98.8% | $158+3.5% |