Filed July 5, 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 |
|---|---|---|
TIAA2 years Service code 50 · EIN 13-1624203 | Direct Payment | $33,857 |
WELL AND GOOD LLC1 year Service code 50 · EIN 27-0984119 | Direct Payment | $8,200 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,840 | $94,836-7.4% | $75,728+16.0% | $86,828+1.2% |
| Participation rate | 95.8% | 79.1%+16.7pp | 74.8%+21.0pp | 72.3%+23.5pp |
| Annual return | 14.74% | 16.90%-2.2pp | 104.66%-89.9pp | 97.95%-83.2pp |
| Employer contribution / active EE | $0 | $2,908-100.0% | $2,743-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $4,790 | $3,632+31.9% | $3,820+25.4% | $4,132+15.9% |
| Admin fee / account holder | $48 | $108-55.7% | $3,620-98.7% | $170-71.7% |