Filed December 24, 2004 (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.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Service code 37 · EIN 04-2647786 | Loan Processing | $965,809 |
MERCER2 years Service code 16 · EIN 13-2834414 | Consulting | $139,828 |
MITCHELL & TITUS, LLP3 years Service code 10 · EIN 13-2781641 | Accounting | $33,900 |
CURCIO WEBB1 year Service code 16 · EIN 36-4171366 | Consulting | $9,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,772 | $130,338+38.7% | $85,708+110.9% | $106,520+69.7% |
| Participation rate | 96.4% | 64.6%+31.7pp | 69.9%+26.5pp | 71.3%+25.1pp |
| Annual return | 12.69% | 14.40%-1.7pp | 21.49%-8.8pp | 19.28%-6.6pp |
| Employer contribution / active EE | $2,654 | $3,864-31.3% | $2,618+1.4% | $2,840-6.5% |
| Participant deferral / active EE | $5,951 | $4,160+43.0% | $3,922+51.7% | $4,948+20.3% |
| Admin fee / account holder | $42 | $114-63.0% | $6,876-99.4% | $75-43.5% |