Filed November 9, 2005 (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 |
|---|---|---|
TIAA2+ years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $12,094 |
FIDUCIARYVEST LLC1 year Filed as: FIDUCIARYVEST , LLC Service code 49 · EIN 20-2217639 115 PERIMETER CTR PL NE STE 920 · ATLANTA, GA 303461249 | Other Services | $6,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,285 | $41,281+24.2% | $109,313-53.1% | $57,658-11.1% |
| Participation rate | 99.0% | 59.3%+39.7pp | 71.3%+27.7pp | 70.2%+28.8pp |
| Annual return | 6.43% | 8.97%-2.5pp | 22.07%-15.6pp | 5.13%+1.3pp |
| Employer contribution / active EE | $2,200 | $1,201+83.1% | $3,892-43.5% | $1,974+11.5% |
| Participant deferral / active EE | $2,075 | $2,223-6.7% | $3,166-34.5% | $3,061-32.2% |
| Admin fee / account holder | $40 | $75-47.0% | $5,666-99.3% | $95-57.8% |