Filed January 16, 2014 (most recent of 2 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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $22,075 |
PKF O'CONNOR DAVIES, LLP6 years Service code 10 · EIN 27-1728945 | Accounting | $15,520 |
PLANPILOT, LLC1 year Filed as: PLANPILOT LLC Service code 16 · EIN 45-4168388 | Consulting | $9,825 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,068 | $48,327+102.9% | $67,575+45.1% | $80,935+21.2% |
| Participation rate | 98.3% | 66.4%+31.9pp | 72.9%+25.4pp | 67.7%+30.6pp |
| Annual return | 13.78% | 18.31%-4.5pp | 3528.98%-3515.2pp | 35.66%-21.9pp |
| Employer contribution / active EE | $5,119 | $2,022+153.1% | $2,736+87.1% | $2,757+85.7% |
| Participant deferral / active EE | $7,770 | $2,927+165.4% | $4,003+94.1% | $4,299+80.7% |
| Admin fee / account holder | $107 | $3,692-97.1% | $3,993-97.3% | $6,924-98.5% |