Filed April 29, 2014 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 91-0781053 | Recordkeeping Fees | $2,899,133 |
Service code 14 · EIN 31-1397510 | Plan Administrator | $448,144 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $40,500 |
ROCATON INVESTMENT ADVISORS, LLC8+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 16 · EIN 04-3638035 | Consulting | $37,500 |
RSVP DIRECT1 year Filed as: RSVP DIRECT, INC. Service code 38 · EIN 36-3964634 | Participant Communication | $31,152 |
CLASSICAL MARKETING LLC8+ years Service code 38 · EIN 36-4291764 | Participant Communication | $26,633 |
FUND DIRECT ADVISORS3 years Filed as: FUND EVALUATION GROUP LLC Service code 27 · EIN 01-0694771 | Advisory (Plan) | $9,000 |
BANCO POPULAR DE PUERTO RICO6 years Service code 38 · EIN 66-0561870 | Participant Communication | $6,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,545 | $48,447-41.1% | $91,215-68.7% | $89,433-68.1% |
| Participation rate | 55.2% | 46.5%+8.8pp | 73.2%-18.0pp | 71.3%-16.0pp |
| Annual return | -14.66% | -13.16%-1.5pp | 114.15%-128.8pp | -11.88%-2.8pp |
| Employer contribution / active EE | $709 | $1,115-36.5% | $2,852-75.2% | $3,021-76.5% |
| Participant deferral / active EE | $1,805 | $2,235-19.2% | $4,234-57.4% | $5,125-64.8% |
| Admin fee / account holder | $27 | $61-56.0% | $5,424-99.5% | $79-66.2% |