Filed January 6, 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $87,182 |
FRANCIS INVESTMENT COUNCIL3 years Filed as: FRANCIS INVESTMENT COUNS Service code 27 · EIN 90-0142264 | Advisory (Plan) | $80,440 |
RSM US LLP1 year Filed as: RSM Service code 10 · EIN 42-0714325 | Accounting | $38,325 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,075 | $89,123+62.8% | $102,460+41.6% | $77,762+86.6% |
| Participation rate | 95.9% | 80.9%+15.0pp | 76.5%+19.4pp | 70.6%+25.3pp |
| Annual return | 14.46% | 25.05%-10.6pp | 29.47%-15.0pp | 31.27%-16.8pp |
| Employer contribution / active EE | $3,760 | $2,700+39.3% | $3,025+24.3% | $2,728+37.8% |
| Participant deferral / active EE | $8,243 | $5,148+60.1% | $5,056+63.0% | $4,651+77.2% |
| Admin fee / account holder | $245 | $236+3.7% | $9,460-97.4% | $433-43.5% |