Filed April 28, 2007
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 |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $9,160 |
STERN BROTHERS5+ years Service code 34 · EIN 23-4567891 | Investment management fees paid direc... | $9,090 |
MAYER HOFFMAN MCCANN P.C.3 years Filed as: MAYER HOFFMAN MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $8,115 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,033 | $89,652-47.5% | $141,197-66.7% | $65,186-27.8% |
| Participation rate | 98.4% | 74.7%+23.7pp | 82.5%+15.9pp | 70.2%+28.2pp |
| Annual return | -16.62% | 32.79%-49.4pp | 71.41%-88.0pp | 29.39%-46.0pp |
| Employer contribution / active EE | $8,507 | $3,065+177.6% | $4,736+79.6% | $2,177+290.8% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $240 | $569-57.8% | $10,265-97.7% | $847-71.7% |