Filed September 21, 1999
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.
| Provider | Service type | Compensation |
|---|---|---|
CALFEE HALTER & GRISWOLD LLP3 years Filed as: CALFEE, HALTER & GRISWOLD Service code 29 · EIN 34-0732302 | Legal | $12,808 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,518 | $76,209+0.4% | $81,370-6.0% | $200,096-61.8% |
| Participation rate | 86.2% | 76.4%+9.8pp | 69.5%+16.6pp | 72.0%+14.1pp |
| Annual return | 11.51% | 15.55%-4.0pp | 24.85%-13.3pp | 34.26%-22.8pp |
| Employer contribution / active EE | $2,557 | $2,807-8.9% | $2,464+3.8% | $3,038-15.8% |
| Participant deferral / active EE | $5,166 | $4,210+22.7% | $3,885+33.0% | $5,090+1.5% |
| Admin fee / account holder | $4 | $146-97.4% | $5,749-99.9% | $269-98.6% |