Filed December 22, 2003
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.
| Provider | Service type | Compensation |
|---|---|---|
FOSTER GROUP3 years Filed as: FOSTER GROUP INC Service code 26 · EIN 42-1361385 | Advisory (Participants) | $264,636 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $146,306 |
MERCER1 year Filed as: MERCER GLOBAL ADVISORS INC Service code 26 · EIN 74-3257877 | Advisory (Participants) | $47,140 |
IOWA WEALTH MANAGEMENT LLC3 years Service code 26 · EIN 27-1539233 | Advisory (Participants) | $37,172 |
STEELE CAPITAL MANAGEMENT, INC.7+ years Filed as: STEELE CAPITAL MANAGEMENT INC Service code 26 · EIN 42-1460565 | Advisory (Participants) | $37,045 |
BISHOP & COMPANY INVESTMENT MA7+ years Service code 26 · EIN 74-3249075 | Advisory (Participants) | $16,525 |
MARRS WEALTH MANAGEMENT LLC7+ years Service code 26 · EIN 27-1254344 | Advisory (Participants) | $13,361 |
RIA ADVISORY GROUP LLC1 year Service code 26 · EIN 20-3199545 | Advisory (Participants) | $9,707 |
FIVE TALENTS FINANCIAL1 year Service code 26 · EIN 84-4426304 | Advisory (Participants) | $8,998 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $8,167 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,659 | $67,512+295.0% | $185,854+43.5% | $93,010+186.7% |
| Participation rate | 96.9% | 67.1%+29.8pp | 81.7%+15.2pp | 73.9%+23.0pp |
| Annual return | 14.64% | 21.04%-6.4pp | 122.12%-107.5pp | 158.70%-144.1pp |
| Employer contribution / active EE | $7,793 | $1,783+337.0% | $5,169+50.8% | $2,705+188.1% |
| Participant deferral / active EE | $6,318 | $3,035+108.2% | $5,569+13.5% | $4,561+38.5% |
| Admin fee / account holder | $313 | $318-1.3% | $16,246-98.1% | $152+106.7% |