Filed October 8, 2013
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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $139,386 |
CAMMACK LARHETTE ADVISORS2 years Service code 28 · EIN 20-4668732 | Investment Management | $75,787 |
LAIKEN ASSOCIATES, INC.2 years Service code 28 · EIN 13-1980835 | Investment Management | $72,850 |
KPMG LLP4+ years Service code 10 · EIN 13-5565207 | Accounting | $28,740 |
Filed as: PATTERSON BELKNAPP WEBB & TYLER LLP Service code 28 · EIN 13-5622951 | Investment Management | $12,269 |
NIXON PEABODY LLP2 years Service code 28 · EIN 16-0764720 | Investment Management | $10,949 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Claims processing; Account maintenanc... | $5,074 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $20 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $209,394 | $87,173+140.2% | $59,899+249.6% | $75,289+178.1% |
| Participation rate | 92.9% | 74.5%+18.5pp | 74.7%+18.2pp | 72.4%+20.5pp |
| Annual return | -0.42% | -2.14%+1.7pp | 3.46%-3.9pp | -0.04%-0.4pp |
| Employer contribution / active EE | $2,639 | $3,473-24.0% | $2,723-3.1% | $2,405+9.7% |
| Participant deferral / active EE | $3,215 | $3,379-4.8% | $3,403-5.5% | $3,739-14.0% |
| Admin fee / account holder | $154 | $75+105.9% | $3,592-95.7% | $102+50.5% |