Filed March 13, 1997
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 |
|---|---|---|
TIAA9+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $115,930 |
Service code 28 · EIN 33-0818667 | Investment Management | $70,511 |
KMH LLP1 year Filed as: KMH, LLP Service code 10 · EIN 42-1539623 | Accounting | $21,848 |
Service code 16 · EIN 26-1233837 | Consulting | $5,068 |
TRUCKER HUSS1 year Filed as: TRUCKER HUSS, A PROFESSIONAL CORP. Service code 29 · EIN 94-3216063 | Legal | $528 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,494 | $105,179+95.4% | $64,110+220.5% | $80,187+156.3% |
| Participation rate | 58.8% | 73.5%-14.7pp | 72.3%-13.5pp | 72.9%-14.1pp |
| Annual return | 14.35% | 20.34%-6.0pp | 33.75%-19.4pp | 40.40%-26.0pp |
| Employer contribution / active EE | $3,022 | $3,311-8.7% | $2,751+9.9% | $2,980+1.4% |
| Participant deferral / active EE | $3,740 | $4,020-7.0% | $3,883-3.7% | $5,016-25.4% |
| Admin fee / account holder | $147 | $113+29.5% | $3,071-95.2% | $145+1.1% |