Filed February 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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $42,825 |
RSM US LLP9 years Service code 10 · EIN 42-0714325 | Accounting | $12,314 |
PLANPILOT, LLC1 year Service code 26 · EIN 45-4168388 | Advisory (Participants) | $6,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,402 | $69,774+86.9% | $67,575+93.0% | $74,459+75.1% |
| Participation rate | 98.6% | 71.4%+27.2pp | 72.9%+25.7pp | 67.2%+31.4pp |
| Annual return | 12.19% | -40.53%+52.7pp | 3528.98%-3516.8pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $5,220 | $2,710+92.6% | $2,736+90.8% | $2,626+98.8% |
| Participant deferral / active EE | $5,873 | $3,636+61.5% | $4,003+46.7% | $4,350+35.0% |
| Admin fee / account holder | $132 | $890-85.1% | $3,993-96.7% | $1,945-93.2% |