Filed April 21, 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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $16,508 |
NICOLT NATIONAL BANK1 year Service code 26 111 N WASHINGTON ST · GREEN BAY, WI 54301 | Advisory (Participants) | $11,584 |
NEW ADVISORY SERVICES2 years Service code 26 · EIN 82-2913883 | Advisory (Participants) | $4,996 |
Filed as: RETIREMENT STRATEGIES LLC Service code 15 · EIN 27-0017183 | Recordkeeping | $3,819 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,117 | $63,768-62.2% | $98,506-75.5% | $79,389-69.6% |
| Participation rate | 74.7% | 69.9%+4.8pp | 73.3%+1.3pp | 70.7%+3.9pp |
| Annual return | 11.39% | 626.18%-614.8pp | 1494.92%-1483.5pp | 116.89%-105.5pp |
| Employer contribution / active EE | $400 | $2,558-84.4% | $2,961-86.5% | $2,428-83.5% |
| Participant deferral / active EE | $2,804 | $3,305-15.1% | $4,277-34.4% | $4,046-30.7% |
| Admin fee / account holder | $162 | $516-68.5% | $5,955-97.3% | $626-74.1% |