Filed October 26, 2004
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 |
|---|---|---|
OLSEN THIELEN & CO., LTD.4 years Filed as: OLSEN THIELEN & CO. LTD Service code 10 · EIN 41-1360831 | Accounting | $11,500 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $10,747 |
TIAA8 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $275 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $72 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,118 | $91,695+52.8% | $67,575+107.4% | $77,736+80.2% |
| Participation rate | 54.5% | 76.0%-21.5pp | 72.9%-18.4pp | 70.6%-16.1pp |
| Annual return | 12.52% | 14.88%-2.4pp | 3528.98%-3516.5pp | 31.26%-18.7pp |
| Employer contribution / active EE | $3,530 | $3,189+10.7% | $2,736+29.0% | $2,728+29.4% |
| Participant deferral / active EE | $1,788 | $3,912-54.3% | $4,003-55.3% | $4,651-61.6% |
| Admin fee / account holder | $73 | $245-70.4% | $3,993-98.2% | $433-83.3% |