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 |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $187,519 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 28 · EIN 43-1451524 | Investment Management | $133,233 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN RUDNICK LLP Service code 28 · EIN 04-3108175 | Investment Management | $35,883 |
KPMG LLP5 years Service code 10 · EIN 13-5565207 | Accounting | $18,746 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $136,535 | $56,095+143.4% | $178,510-23.5% | $90,274+51.2% |
| Participation rate | 97.6% | 65.6%+32.0pp | 81.9%+15.7pp | 73.4%+24.3pp |
| Annual return | 11.62% | 28.81%-17.2pp | 151.13%-139.5pp | 53.97%-42.4pp |
| Employer contribution / active EE | $4,177 | $1,572+165.6% | $5,011-16.6% | $2,523+65.5% |
| Participant deferral / active EE | $5,649 | $2,669+111.7% | $5,202+8.6% | $4,231+33.5% |
| Admin fee / account holder | $136 | $101+34.7% | $13,988-99.0% | $114+18.8% |