Filed October 18, 2004
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 |
|---|---|---|
Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 27 159 CROCKER PARK BLVD STE 350 · CLEVELAND, OH 44145 | Advisory (Plan) | $99,984 |
CASTAING HUSSEY & LOLAN LLC1 year Filed as: CASTAING HUSSEY AND LOLAN LLC Service code 10 · EIN 72-0389608 | Accounting | $15,660 |
LEARNVEST INC.1 year Filed as: LEARNVEST, INC. Service code 27 41 E 11TH ST · NEW YORK, NY 10003 | Advisory (Plan) | $14,957 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $8,463 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,893 | $46,966+148.9% | $185,117-36.9% | $69,631+67.9% |
| Participation rate | 97.2% | 65.3%+31.9pp | 77.3%+19.9pp | 70.7%+26.5pp |
| Annual return | 17.62% | 22.36%-4.7pp | 40.50%-22.9pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $4,503 | $1,360+231.0% | $4,182+7.7% | $2,032+121.6% |
| Participant deferral / active EE | $6,641 | $3,017+120.1% | $5,045+31.6% | $3,224+106.0% |
| Admin fee / account holder | $114 | $94+21.5% | $8,159-98.6% | $110+3.2% |