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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS2+ years Service code 28 · EIN 59-3331424 | Investment Management | $125,427 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $50,950 |
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $35,857 |
BERDON LLP1 year Service code 16 360 MADISON AVE · NEW YORK, NY 10017 | Consulting | $6,000 |
PROSKAUER ROSE LLP2+ years Service code 29 ELEVEN TIMES SQUARE · NEW YORK, NY 100368299 | Legal | $5,741 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,859 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $577 |
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 | $98,991 | $37,213+166.0% | $156,551-36.8% | $63,975+54.7% |
| Participation rate | 90.7% | 65.0%+25.8pp | 84.0%+6.7pp | 71.1%+19.6pp |
| Annual return | 7.19% | 47.89%-40.7pp | 32.23%-25.0pp | 48.65%-41.5pp |
| Employer contribution / active EE | $3,909 | $1,357+188.1% | $5,501-29.0% | $2,182+79.2% |
| Participant deferral / active EE | $4,368 | $2,070+111.0% | $4,871-10.3% | $3,356+30.1% |
| Admin fee / account holder | $74 | $56+31.3% | $13,028-99.4% | $70+5.0% |