Filed January 29, 2010
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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $16,627 |
BIDART & ROSS1+ years Filed as: BIDART & ROSS, INC. Service code 16 · EIN 88-0241176 | Consulting | $11,063 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,184 | $37,117+153.7% | $147,617-36.2% | $55,191+70.6% |
| Participation rate | 99.5% | 63.6%+35.9pp | 84.6%+14.9pp | 69.2%+30.3pp |
| Annual return | -0.85% | 3.44%-4.3pp | 61.98%-62.8pp | 10.78%-11.6pp |
| Employer contribution / active EE | $13,000 | $1,620+702.2% | $5,564+133.6% | $1,899+584.7% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $45 | $86-47.6% | $11,612-99.6% | $91-50.6% |