Filed October 14, 2002
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 15 · EIN 13-1624203 | Recordkeeping | $41,323 |
AAFCPAS, INC.2 years Filed as: AAFCPAS Service code 10 · EIN 04-2571780 | Accounting | $18,643 |
Filed as: PINNACLE PENSION CONSULTANTS Service code 26 · EIN 81-0776852 | Advisory (Participants) | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,620 | $67,594+54.8% | $77,361+35.2% | $69,733+50.0% |
| Participation rate | 94.2% | 71.7%+22.5pp | 75.0%+19.2pp | 62.5%+31.7pp |
| Annual return | 11.95% | 19.20%-7.3pp | 1011.54%-999.6pp | 15.22%-3.3pp |
| Employer contribution / active EE | $7,474 | $2,649+182.1% | $2,990+149.9% | $2,250+232.1% |
| Participant deferral / active EE | $5,804 | $3,401+70.6% | $3,911+48.4% | $3,054+90.0% |
| Admin fee / account holder | $399 | $1,159-65.6% | $5,894-93.2% | $3,102-87.1% |