Filed October 11, 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 |
|---|---|---|
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 | Other Services | $7,840 |
Filed as: RETIREMENT PLAN CONCEPTS & SVCS Service code 49 · EIN 35-2091834 10319 DAWSONS CREEK BLVD., SUITE A · FORT WAYNE, IN 46825 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,588 | $62,688-35.3% | $178,014-77.2% | $77,671-47.7% |
| Participation rate | 87.5% | 66.9%+20.6pp | 77.1%+10.4pp | 70.6%+17.0pp |
| Annual return | 14.86% | 16.16%-1.3pp | 294.80%-279.9pp | 31.21%-16.3pp |
| Employer contribution / active EE | $847 | $1,912-55.7% | $3,950-78.6% | $2,726-68.9% |
| Participant deferral / active EE | $4,547 | $4,224+7.7% | $6,276-27.6% | $4,648-2.2% |
| Admin fee / account holder | $55 | $386-85.9% | $10,362-99.5% | $430-87.3% |