Filed September 24, 2015
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $141,196 |
CAMMACK LARHETTE ADVISORS3+ years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $93,655 |
PROSKAUER ROSE LLP1 year Filed as: PROSKAUER Service code 29 · EIN 13-1840454 | Legal | $47,010 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $27,900 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $350 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $155,854 | $45,324+243.9% | $122,354+27.4% | $69,634+123.8% |
| Participation rate | 100.0% | 59.9%+40.1pp | 71.6%+28.4pp | 70.7%+29.3pp |
| Annual return | 11.42% | 25.35%-13.9pp | 30.28%-18.9pp | 27572.26%-27560.8pp |
| Employer contribution / active EE | $53 | $1,230-95.7% | $4,051-98.7% | $2,032-97.4% |
| Participant deferral / active EE | $10,366 | $2,367+338.0% | $3,287+215.4% | $3,224+221.6% |
| Admin fee / account holder | $255 | $87+193.4% | $5,479-95.3% | $110+131.1% |