Filed August 29, 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.
| Provider | Service type | Compensation |
|---|---|---|
GOAD JR., RAYMOND1+ years Filed as: GOAD & COMPANY, PLLC Service code 10 · EIN 26-2683473 | Accounting | $17,326 |
FRIDAY ELDREDGE & CLARK1+ years Filed as: FRIDAY, ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $10,951 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $108,986 | $67,166+62.3% | $57,357+90.0% | $55,191+97.5% |
| Participation rate | 77.7% | 77.7%0pp | 75.1%+2.6pp | 69.2%+8.5pp |
| Annual return | 2.43% | 4.22%-1.8pp | 24.41%-22.0pp | 10.78%-8.3pp |
| Employer contribution / active EE | $3,401 | $2,812+20.9% | $2,689+26.5% | $1,899+79.1% |
| Participant deferral / active EE | $3,892 | $2,835+37.3% | $3,162+23.1% | $3,046+27.7% |
| Admin fee / account holder | $24 | $44-44.1% | $3,357-99.3% | $91-73.2% |