Filed July 22, 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.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $148,996 |
FLEXPATH STRATEGIES, LLC4 years Service code 28 · EIN 46-4782313 | Investment Management | $103,484 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 28 · EIN 59-1237041 | Investment Management | $36,000 |
TEAM FINANCIAL STRATEGIES6 years Service code 28 · EIN 26-0596503 | Investment Management | $33,276 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $6,151 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,697 | $113,568-22.8% | $67,560+29.8% | $200,096-56.2% |
| Participation rate | 98.0% | 73.3%+24.6pp | 72.9%+25.0pp | 72.0%+26.0pp |
| Annual return | 12.72% | 15.88%-3.2pp | 3533.50%-3520.8pp | 34.26%-21.5pp |
| Employer contribution / active EE | $3,617 | $3,409+6.1% | $2,737+32.2% | $3,038+19.1% |
| Participant deferral / active EE | $4,523 | $4,163+8.6% | $4,004+13.0% | $5,090-11.1% |
| Admin fee / account holder | $176 | $102+71.7% | $3,994-95.6% | $269-34.7% |