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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $196,860 |
Service code 28 · EIN 26-0058143 | Investment Management | $59,229 |
KPMG LLP7+ years Service code 10 · EIN 13-5565207 | Accounting | $52,000 |
CAMMACK LARHETTE ADVISORS5 years Service code 28 · EIN 20-4668732 | Investment Management | $17,558 |
NIXON PEABODY LLP5 years Service code 28 · EIN 16-0764720 | Investment Management | $16,155 |
LAIKEN ASSOCIATES, INC.5 years Service code 28 · EIN 13-1980835 | Investment Management | $7,650 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,533 | $120,057+153.7% | $75,728+302.1% | $93,010+227.4% |
| Participation rate | 89.4% | 77.3%+12.1pp | 74.8%+14.5pp | 73.9%+15.5pp |
| Annual return | 13.16% | 19.62%-6.5pp | 104.66%-91.5pp | 158.70%-145.5pp |
| Employer contribution / active EE | $2,556 | $3,253-21.4% | $2,743-6.8% | $2,705-5.5% |
| Participant deferral / active EE | $3,523 | $4,089-13.8% | $3,820-7.8% | $4,561-22.8% |
| Admin fee / account holder | $146 | $81+78.9% | $3,620-96.0% | $152-3.9% |