Filed February 16, 2005 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP1 year Filed as: BKD. LLP Service code 55 · EIN 44-0160260 | Other Commissions | $13,084 |
NFP RETIREMENT INC1 year Filed as: NFP SECURITIES INC Service code 55 · EIN 74-2794194 | Other Commissions | $4,304 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 06-1408044 | Recordkeeping | $0 |
TIAA2+ years Filed as: TIAA-TEACHERS INS. AND ANNUITY ASSO Service code 15 · EIN 13-1624203 | Recordkeeping | $0 |
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 | $20,163 | $36,916-45.4% | $156,551-87.1% | $57,658-65.0% |
| Participation rate | 85.2% | 63.4%+21.8pp | 84.0%+1.2pp | 70.2%+15.0pp |
| Annual return | 7.74% | 12.38%-4.6pp | 32.23%-24.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $2,809 | $1,571+78.8% | $5,501-48.9% | $1,974+42.3% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $22 | $82-73.3% | $13,028-99.8% | $95-76.7% |