Filed September 16, 2006 (most recent of 3 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 |
|---|---|---|
Service code 64 · EIN 13-4238973 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $176,583 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-3397581 1200 CROWN COLONY DRIVE, C1/N1 · QUINCY, MA 02169 | Directed Trustee | $114,985 |
WEAVER AND TIDWELL, LLP3+ years Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 2821 WEST SEVENTH STREET, SUITE 700 · FORT WORTH, TX 76107 | Accounting | $15,963 |
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 | $37,819 | $221,442-82.9% | $92,240-59.0% | $77,958-51.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 7.24% | 15.65%-8.4pp | 176.29%-169.1pp | 20.87%-13.6pp |
| Employer contribution / active EE | $4,366 | $3,226+35.4% | $3,680+18.7% | $2,310+89.0% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $32 | $210-84.8% | $5,194-99.4% | $97-67.3% |