Filed November 25, 2003 (most recent of 6 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.
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| Provider | Service type | Compensation |
|---|---|---|
CLEARVIEW GROUP4 years Filed as: CLEARVIEW ADVISORY Service code 27 · EIN 27-2579538 | Advisory (Plan) | $48,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,020 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON, LLC Service code 10 · EIN 58-1763439 | Accounting | $12,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,186 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,238 | $60,788+178.4% | $85,705+97.5% | $79,389+113.2% |
| Participation rate | 93.2% | 62.1%+31.1pp | 69.9%+23.3pp | 70.7%+22.5pp |
| Annual return | 11.03% | 16.57%-5.5pp | 21.49%-10.5pp | 116.89%-105.9pp |
| Employer contribution / active EE | $604 | $1,664-63.7% | $2,619-76.9% | $2,428-75.1% |
| Participant deferral / active EE | $10,530 | $2,920+260.6% | $3,924+168.4% | $4,046+160.3% |
| Admin fee / account holder | $243 | $439-44.5% | $6,877-96.5% | $626-61.1% |