Filed December 20, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS2 years Service code 28 · EIN 20-4668732 | Investment Management | $32,500 |
EDUKATE, INC2 years Service code 49 · EIN 46-3834941 | Other Services | $25,000 |
CARON & BLETZER, PLLC3+ years Service code 10 · EIN 04-3499945 | Accounting | $20,600 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $258 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $60 |
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 37 | Loan Processing | $0 |
UNUM LIFE INS. CO. OF AMERICA3+ years Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
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 | $55,825 | $44,989+24.1% | $170,435-67.2% | $77,958-28.4% |
| Participation rate | 91.8% | 64.6%+27.2pp | 83.6%+8.2pp | 71.6%+20.2pp |
| Annual return | 21.12% | 19.61%+1.5pp | 205.94%-184.8pp | 20.87%+0.3pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $5,816 | $2,208+163.5% | $4,939+17.7% | $3,537+64.5% |
| Admin fee / account holder | $18 | $69-74.3% | $13,881-99.9% | $97-81.8% |