Filed January 25, 2013
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TRAUTMANN MAHER & ASSOCIATES1+ years Service code 15 · EIN 91-1526584 | Recordkeeping | $32,808 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST COMPANY Service code 19 · EIN 65-1214236 | Securities Custodian | $6,179 |
DECORIA, MAICHEL & TEAGUE. P.S.1+ years Service code 10 · EIN 91-1900424 | Accounting | $5,500 |
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 | $24,871 | $37,117-33.0% | $147,617-83.2% | $55,191-54.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | 77.47% | 3.44%+74.0pp | 61.98%+15.5pp | 10.78%+66.7pp |
| Employer contribution / active EE | $2,333 | $1,620+44.0% | $5,564-58.1% | $1,899+22.9% |
| Participant deferral / active EE | $2,369 | $1,985+19.3% | $4,895-51.6% | $3,046-22.2% |
| Admin fee / account holder | $64 | $86-25.7% | $11,612-99.5% | $91-30.0% |