Filed May 8, 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 |
|---|---|---|
TIAA6+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $63,353 |
PLANPILOT, LLC6+ years Service code 17 · EIN 45-4168388 | Pension Consulting | $47,009 |
FORVIS, LLP2 years Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $16,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,945 | $91,621+4.7% | $67,511+42.1% | $77,671+23.5% |
| Participation rate | 93.3% | 76.0%+17.3pp | 72.9%+20.4pp | 70.6%+22.7pp |
| Annual return | 12.31% | 14.87%-2.6pp | 3517.41%-3505.1pp | 31.21%-18.9pp |
| Employer contribution / active EE | $3,558 | $3,184+11.8% | $2,733+30.2% | $2,726+30.5% |
| Participant deferral / active EE | $4,239 | $3,906+8.5% | $4,000+6.0% | $4,648-8.8% |
| Admin fee / account holder | $209 | $176+18.8% | $3,999-94.8% | $430-51.4% |