Filed December 3, 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,702 |
MMA SECURITIES LLC5 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $22,748 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,245 | $60,504+183.0% | $81,882+109.1% | $74,478+129.9% |
| Participation rate | 97.0% | 62.9%+34.0pp | 72.4%+24.6pp | 67.2%+29.7pp |
| Annual return | 14.93% | 16.91%-2.0pp | 779.47%-764.5pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $11,360 | $2,627+332.5% | $2,916+289.6% | $2,626+332.6% |
| Participant deferral / active EE | $7,997 | $3,400+135.2% | $4,323+85.0% | $4,350+83.8% |
| Admin fee / account holder | $284 | $1,492-81.0% | $7,360-96.1% | $1,946-85.4% |