Filed March 28, 2007 (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 |
|---|---|---|
NEPC, LLC6+ years Filed as: NEPC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $79,942 |
COHNREZNICK LLP6+ years Service code 10 · EIN 22-1478099 | Accounting | $16,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$74,118 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,608 | $176,471-22.0% | $95,968+43.4% | $90,274+52.4% |
| Participation rate | 95.6% | 86.6%+9.0pp | 77.1%+18.5pp | 73.4%+22.2pp |
| Annual return | 23.85% | 20.15%+3.7pp | 91.65%-67.8pp | 53.97%-30.1pp |
| Employer contribution / active EE | $3,590 | $2,783+29.0% | $2,542+41.3% | $2,523+42.3% |
| Participant deferral / active EE | $6,677 | $5,325+25.4% | $4,167+60.3% | $4,231+57.8% |
| Admin fee / account holder | -$22 | $154-114.3% | $6,798-100.3% | $114-119.3% |