Filed January 6, 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.
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| Provider | Service type | Compensation |
|---|---|---|
CHAO & COMPANY, LTD3+ years Service code 27 · EIN 52-1804602 | Advisory (Plan) | $63,700 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $62,515 |
HUNTON ANDREWS KURTH LLP3+ years Filed as: HUNTON & WILLIAMS LLP Service code 29 · EIN 54-0572269 | Legal | $35,221 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $7,962 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $215,088 | $96,458+123.0% | $136,298+57.8% | $77,958+175.9% |
| Participation rate | 98.4% | 75.4%+23.0pp | 81.9%+16.5pp | 71.6%+26.8pp |
| Annual return | 15.38% | 23.78%-8.4pp | 5156.27%-5140.9pp | 20.87%-5.5pp |
| Employer contribution / active EE | $11,651 | $3,144+270.6% | $4,696+148.1% | $2,310+404.3% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $89 | $80+10.8% | $9,244-99.0% | $97-8.5% |