Filed December 28, 1998
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 |
|---|---|---|
Service code 15 · EIN 13-4238973 154 HANSEN ROAD SUITE, 102 · CHARLOTTESVILLE, MD 22911 | Recordkeeping | $46,498 |
STOUT, CAUSEY & HORNING, P.A.7+ years Service code 10 910 RIDGEBROOK ROAD · SPARKS, MD 21152 | Accounting | $29,775 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,076 | $120,450+23.8% | $159,495-6.5% | $93,010+60.3% |
| Participation rate | 97.8% | 78.0%+19.9pp | 82.8%+15.0pp | 73.9%+23.9pp |
| Annual return | 25.90% | 27.11%-1.2pp | 263.72%-237.8pp | 158.70%-132.8pp |
| Employer contribution / active EE | $5,272 | $3,526+49.5% | $4,831+9.1% | $2,705+94.9% |
| Participant deferral / active EE | $0 | $7,283-100.0% | $7,354-100.0% | $4,561-100.0% |
| Admin fee / account holder | $48 | $137-64.7% | $10,804-99.6% | $152-68.2% |