Filed May 10, 2006 (most recent of 3 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 |
|---|---|---|
MAYER HOFFMAN MCCANN P.C.3 years Service code 10 · EIN 43-1947695 | Accounting | $8,910 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,559 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,439 | $79,694-69.3% | $96,188-74.6% | $79,395-69.2% |
| Participation rate | 92.7% | 54.0%+38.7pp | 68.4%+24.2pp | 70.7%+22.0pp |
| Annual return | 10.59% | 40.84%-30.3pp | 192.12%-181.5pp | 116.90%-106.3pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,800-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,350-100.0% | $4,046-100.0% |
| Admin fee / account holder | $77 | $630-87.7% | $5,538-98.6% | $626-87.7% |