Filed January 30, 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 |
|---|---|---|
401K ADVISORS INC1+ years Filed as: 401K ADVISORS Service code 17 · EIN 33-0905143 120 VANTIS SUITE 400 · ALISO VIEJO, CA 92656 | Pension Consulting | $20,000 |
OWINGS & COMPANY1+ years Filed as: OWINGS & COMPANY, PLLC Service code 17 · EIN 47-1066660 11710 PLAZA AMERICA DRIVE · RESTON, VA 20190 | Pension Consulting | $10,500 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS, INC Service code 12 | Sales loads (front end and deferred);... | $0 |
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 | $75,734 | $44,229+71.2% | $155,789-51.4% | $55,191+37.2% |
| Participation rate | 95.9% | 60.8%+35.1pp | 76.1%+19.8pp | 69.2%+26.7pp |
| Annual return | -0.30% | 0.37%-0.7pp | 71.54%-71.8pp | 10.78%-11.1pp |
| Employer contribution / active EE | $3,323 | $1,317+152.2% | $3,839-13.4% | $1,899+75.0% |
| Participant deferral / active EE | $8,744 | $2,851+206.6% | $4,798+82.2% | $3,046+187.0% |
| Admin fee / account holder | $43 | $86-49.9% | $7,477-99.4% | $91-52.5% |