Filed January 16, 2006 (most recent of 2 filings on file)
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CWM, LLC Service code 72 · EIN 27-4011107 14600 BRANCH ST · OMAHA, NE 681541809 | Other investment fees and expenses | $67,997 |
TIAA6 years Service code 72 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other investment fees and expenses | $51,114 |
CORE CPAS PC1 year Filed as: CORE CPAS, PC Service code 10 · EIN 92-1841583 747 N BURLINGTON AVE STE 401 · HASTINGS, NE 689014421 | Accounting | $31,517 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,860 | $69,774+36.0% | $67,575+40.4% | $74,459+27.4% |
| Participation rate | 97.9% | 71.4%+26.5pp | 72.9%+25.0pp | 67.2%+30.7pp |
| Annual return | 11.70% | -40.53%+52.2pp | 3528.98%-3517.3pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $2,513 | $2,710-7.3% | $2,736-8.1% | $2,626-4.3% |
| Participant deferral / active EE | $4,320 | $3,636+18.8% | $4,003+7.9% | $4,350-0.7% |
| Admin fee / account holder | $264 | $890-70.3% | $3,993-93.4% | $1,945-86.4% |