Filed January 25, 2013 (most recent of 2 filings on file)
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 |
|---|---|---|
ADVISOR RESOURCE COUNCIL1 year Filed as: ADVISOR Service code 99 | Other Fees | $21,101 |
OTHER1 year Filed as: OTHER SERVICES Service code 49 | Other Services | $5,019 |
Filed as: ERAS, LLC Service code 49 269 W MAIN ST STE 700 · LEXINGTON, KY 40507 | Other Services | $0 |
Service code 99 · EIN 59-2937883 | Other Fees | $0 |
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 | $49,489 | $82,130-39.7% | $453,569-89.1% | $79,389-37.7% |
| Participation rate | 87.2% | 73.4%+13.9pp | 78.0%+9.2pp | 70.7%+16.5pp |
| Annual return | 11.65% | 345.31%-333.7pp | 64.43%-52.8pp | 116.89%-105.2pp |
| Employer contribution / active EE | $6,982 | $2,659+162.6% | $4,072+71.5% | $2,428+187.6% |
| Participant deferral / active EE | $2,905 | $4,314-32.7% | $6,211-53.2% | $4,046-28.2% |
| Admin fee / account holder | $35 | $531-93.3% | $11,214-99.7% | $626-94.3% |