Filed March 17, 2016 (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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 28 · EIN 59-3331424 | Investment Management | $165,000 |
KPMG LLP1+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $37,150 |
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $36,549 |
PROSKAUER ROSE LLP1+ years Service code 29 ELEVEN TIMES SQUARE · NEW YORK, NY 100368299 | Legal | $3,523 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,368 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $482 |
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 | $94,060 | $37,039+153.9% | $147,618-36.3% | $59,188+58.9% |
| Participation rate | 98.9% | 63.8%+35.1pp | 84.6%+14.2pp | 69.4%+29.4pp |
| Annual return | 2.31% | 7.19%-4.9pp | 61.98%-59.7pp | 5.51%-3.2pp |
| Employer contribution / active EE | $4,375 | $1,353+223.4% | $5,564-21.4% | $2,098+108.5% |
| Participant deferral / active EE | $4,694 | $2,094+124.2% | $4,895-4.1% | $3,265+43.8% |
| Admin fee / account holder | $81 | $60+33.9% | $11,612-99.3% | $92-12.5% |