Filed January 3, 2005
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 | Participant loan processing; Claims p... | $37,035 |
KPMG LLP5+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $35,572 |
Filed as: NORTH PIER FIDUCIARY MANAGEMENT Service code 16 · EIN 26-3521867 | Consulting | $17,813 |
STOEL RIVES LLP1 year Filed as: STOEL RIVES Service code 29 · EIN 93-0408771 | Legal | $5,417 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SECURITIES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 | Securities brokerage commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,238 | $74,347-71.4% | $93,621-77.3% | $67,584-68.6% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 71.3%+28.7pp |
| Annual return | 25.16% | 28.07%-2.9pp | 32.76%-7.6pp | 378.59%-353.4pp |
| Employer contribution / active EE | $2,346 | $2,583-9.2% | $2,719-13.7% | $2,148+9.2% |
| Participant deferral / active EE | $3,142 | $4,060-22.6% | $4,070-22.8% | $3,540-11.2% |
| Admin fee / account holder | $97 | $123-20.8% | $7,890-98.8% | $142-31.8% |