Filed November 16, 2005
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 |
|---|---|---|
GROOM LAW GROUP3 years Filed as: GROOM LAW GROUP, CHARTERED Service code 28 · EIN 52-1219029 | Investment Management | $96,049 |
CHAO & COMPANY, LTD2 years Service code 28 · EIN 52-1804602 | Investment Management | $79,000 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 | Accounting | $28,899 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,758 | $54,237+150.3% | $90,324+50.3% | $67,582+100.9% |
| Participation rate | 97.8% | 68.6%+29.2pp | 73.3%+24.5pp | 71.3%+26.5pp |
| Annual return | 17.70% | 37.27%-19.6pp | 78.15%-60.5pp | 378.57%-360.9pp |
| Employer contribution / active EE | $8,220 | $1,846+345.3% | $2,856+187.8% | $2,148+282.7% |
| Participant deferral / active EE | $5,261 | $2,625+100.4% | $3,885+35.4% | $3,539+48.6% |
| Admin fee / account holder | $157 | $123+26.9% | $5,356-97.1% | $142+10.0% |