Filed June 5, 2014 (most recent of 4 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 |
|---|---|---|
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY, LLP Service code 10 · EIN 22-2428965 | Accounting | $22,790 |
Service code 38 · EIN 04-1590850 | Participant Communication | $13,162 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 59 · EIN 94-3106735 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $126,779 | $71,802+76.6% | $133,975-5.4% | $57,661+119.9% |
| Participation rate | 99.0% | 85.5%+13.6pp | 87.1%+12.0pp | 70.2%+28.8pp |
| Annual return | 6.33% | 13.51%-7.2pp | 29.29%-23.0pp | 5.13%+1.2pp |
| Employer contribution / active EE | $5,410 | $3,161+71.1% | $5,211+3.8% | $1,974+174.1% |
| Participant deferral / active EE | $7,755 | $4,606+68.4% | $6,282+23.5% | $3,061+153.4% |
| Admin fee / account holder | $6 | $88-93.2% | $9,324-99.9% | $95-93.7% |