Filed September 12, 2006 (most recent of 2 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $293,923 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $78,239 |
BLUM SHAPIRO1 year Service code 10 · EIN 06-1009205 | Accounting | $21,700 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING LLC Service code 16 · EIN 61-0736136 | Consulting | $19,638 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,959 | $83,812+21.7% | $123,553-17.5% | $68,904+48.0% |
| Participation rate | 94.9% | 77.0%+17.9pp | 82.3%+12.6pp | 74.1%+20.8pp |
| Annual return | -4.62% | 0.60%-5.2pp | 119.21%-123.8pp | 1.07%-5.7pp |
| Employer contribution / active EE | $2,071 | $2,924-29.2% | $4,628-55.3% | $2,540-18.5% |
| Participant deferral / active EE | $5,843 | $5,609+4.2% | $6,426-9.1% | $4,015+45.5% |
| Admin fee / account holder | $77 | $65+18.2% | $9,284-99.2% | $71+7.6% |