Filed January 11, 2013
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 |
|---|---|---|
MARCUM LLP3 years Service code 10 155 S MAIN ST STE 100 · PROVIDENCE, RI 02903 | Accounting | $20,000 |
JPMORGAN INVEST HOLDINGS LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $775 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,382 | $89,465+27.9% | $165,100-30.7% | $77,762+47.1% |
| Participation rate | 96.1% | 78.6%+17.5pp | 78.6%+17.5pp | 70.6%+25.6pp |
| Annual return | 12.62% | 28.86%-16.2pp | 70.21%-57.6pp | 31.27%-18.6pp |
| Employer contribution / active EE | $1,343 | $2,565-47.6% | $4,348-69.1% | $2,728-50.8% |
| Participant deferral / active EE | $8,222 | $4,904+67.7% | $6,035+36.2% | $4,651+76.8% |
| Admin fee / account holder | $58 | $340-82.9% | $12,696-99.5% | $433-86.6% |