Filed April 30, 2008
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 |
|---|---|---|
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $12,390 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $7,045 |
TIAA5 years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,209 | $69,774+118.1% | $67,575+125.2% | $74,459+104.4% |
| Participation rate | 96.8% | 71.4%+25.4pp | 72.9%+23.9pp | 67.2%+29.6pp |
| Annual return | 11.68% | -40.53%+52.2pp | 3528.98%-3517.3pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $2,632 | $2,710-2.9% | $2,736-3.8% | $2,626+0.2% |
| Participant deferral / active EE | $4,177 | $3,636+14.9% | $4,003+4.3% | $4,350-4.0% |
| Admin fee / account holder | $81 | $890-90.9% | $3,993-98.0% | $1,945-95.8% |