Filed June 15, 2006 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2647786 | Advisory (Plan) | $1,335,870 |
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 | $79,426 | $81,689-2.8% | $57,357+38.5% | $69,651+14.0% |
| Participation rate | 94.8% | 66.0%+28.8pp | 75.1%+19.7pp | 66.6%+28.2pp |
| Annual return | 1.74% | 821.18%-819.4pp | 24.41%-22.7pp | 53.77%-52.0pp |
| Employer contribution / active EE | $2,596 | $3,891-33.3% | $2,689-3.5% | $2,241+15.9% |
| Participant deferral / active EE | $4,886 | $3,019+61.8% | $3,162+54.5% | $3,635+34.4% |
| Admin fee / account holder | $32 | $27+16.0% | $3,357-99.1% | $63-50.0% |