Filed November 9, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
QUANTITATIVE PROCESS, LLC10+ years Service code 27 · EIN 46-1090088 | Advisory (Plan) | $63,264 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,080 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,642 | $78,607+171.8% | $105,624+102.3% | $74,478+186.9% |
| Participation rate | 97.4% | 72.8%+24.6pp | 75.3%+22.1pp | 67.2%+30.2pp |
| Annual return | 11.70% | 15.96%-4.3pp | 116.20%-104.5pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $5,423 | $2,523+114.9% | $3,168+71.2% | $2,626+106.5% |
| Participant deferral / active EE | $6,049 | $4,325+39.9% | $5,013+20.7% | $4,350+39.0% |
| Admin fee / account holder | $547 | $2,220-75.3% | $10,961-95.0% | $1,946-71.9% |