Filed January 6, 2006
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 |
|---|---|---|
FIIOC4 years Filed as: FIIOC INC Service code 37 · EIN 04-2647786 | Loan Processing | $981 |
CROWE LLP4 years Filed as: CROWE, LLC Service code 10 · EIN 35-0921680 | Accounting | $0 |
MATRIX TRUST COMPANY5 years Service code 25 · EIN 75-3182674 | Directed Trustee | $0 |
MILLIMAN, INC.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $0 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: MJM401K, LLC Service code 16 · EIN 86-0882983 | Consulting | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $381,606 | $120,450+216.8% | $159,495+139.3% | $93,010+310.3% |
| Participation rate | 91.6% | 78.0%+13.6pp | 82.8%+8.8pp | 73.9%+17.7pp |
| Annual return | 136.27% | 27.11%+109.2pp | 263.72%-127.5pp | 158.70%-22.4pp |
| Employer contribution / active EE | $8,953 | $3,526+154.0% | $4,831+85.3% | $2,705+231.0% |
| Participant deferral / active EE | $13,366 | $7,283+83.5% | $7,354+81.8% | $4,561+193.0% |
| Admin fee / account holder | $22 | $137-83.7% | $10,804-99.8% | $152-85.3% |