Filed March 31, 2006
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 |
|---|---|---|
REHMANN ROBSON1 year Filed as: REHMANN Service code 99 · EIN 38-3567911 | Other Fees | $24,360 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 66 · EIN 71-0294708 | Insurance mortality and expense charge | $3,215 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,175 | $106,264+24.4% | $147,117-10.2% | $77,762+70.0% |
| Participation rate | 97.2% | 78.4%+18.7pp | 82.2%+15.0pp | 70.6%+26.6pp |
| Annual return | 17.34% | 56.94%-39.6pp | 420.54%-403.2pp | 31.27%-13.9pp |
| Employer contribution / active EE | $4,042 | $4,074-0.8% | $4,932-18.1% | $2,728+48.2% |
| Participant deferral / active EE | $11,027 | $8,003+37.8% | $8,065+36.7% | $4,651+137.1% |
| Admin fee / account holder | $40 | $334-88.0% | $12,993-99.7% | $433-90.7% |