Filed July 1, 2008
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 |
|---|---|---|
COHNREZNICK LLP10+ years Filed as: COHNREZNICK, LLP Service code 10 · EIN 33-4144829 350 CHURCH STREET · HARTFORD, CT 06103 | Accounting | $16,380 |
LPL FINANCIAL8 years Service code 53 · EIN 04-3046611 4707 EXECUTIVE DR · SAN DIEGO, CA 921213091 | Insurance Commissions | $8,000 |
TIAA6 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $2,620 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,314 | $67,594+156.4% | $77,361+124.0% | $69,733+148.5% |
| Participation rate | 72.2% | 71.7%+0.5pp | 75.0%-2.8pp | 62.5%+9.7pp |
| Annual return | 11.03% | 19.20%-8.2pp | 1011.54%-1000.5pp | 15.22%-4.2pp |
| Employer contribution / active EE | $7,614 | $2,649+187.5% | $2,990+154.7% | $2,250+238.4% |
| Participant deferral / active EE | $4,006 | $3,401+17.8% | $3,911+2.4% | $3,054+31.2% |
| Admin fee / account holder | $83 | $1,159-92.8% | $5,894-98.6% | $3,102-97.3% |