Filed August 30, 2017 (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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $36,998 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $22,084 |
BONADIO & CO., LLP3 years Service code 10 · EIN 16-1131146 | Accounting | $11,037 |
Service code 50 · EIN 04-2647786 | Direct Payment | $198 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $110 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER-DEALER - 25156A403 Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER-DEALER - 25156G798 Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER-DEALER - 25157M679 Service code 59 | Shareholder Servicing | $0 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST TRUSTEE Service code 21 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $94,675 | $70,083+35.1% | $59,887+58.1% | $55,725+69.9% |
| Participation rate | 0.0% | 78.4%-78.4pp | 74.7%-74.7pp | 70.9%-70.9pp |
| Annual return | -2.26% | 3.13%-5.4pp | 3.46%-5.7pp | 244.93%-247.2pp |
| Employer contribution / active EE | $3,020 | $2,878+4.9% | $2,722+10.9% | $2,078+45.3% |
| Participant deferral / active EE | $3,590 | $3,079+16.6% | $3,402+5.5% | $3,356+7.0% |
| Admin fee / account holder | $57 | $70-18.4% | $3,591-98.4% | $115-50.2% |