Filed September 12, 2002
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 |
|---|---|---|
ALTA CPA GROUP4 years Service code 10 · EIN 82-1650312 59 FRANKLIN STREET 2ND FL · ANNAPOLIS, MD 21401 | Accounting | $8,750 |
TIAA1 year Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Contract Administrator | $2,379 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL CORPORATION Service code 13 · EIN 35-1140070 8801 INDIAN HILLS AVENUE · OMAHA, NE 68114 | Contract Administrator | $910 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,531 | $65,582+62.4% | $64,097+66.2% | $71,529+48.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 11.12% | 18.96%-7.8pp | 33.75%-22.6pp | 28.97%-17.9pp |
| Employer contribution / active EE | $2,066 | $2,671-22.6% | $2,750-24.9% | $2,590-20.2% |
| Participant deferral / active EE | $4,130 | $3,628+13.8% | $3,881+6.4% | $4,291-3.8% |
| Admin fee / account holder | $37 | $616-94.0% | $3,070-98.8% | $1,588-97.7% |