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.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $44,040 |
FIDUCIARY INVESTMENT ADVISORS6+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $15,029 |
BONADIO & CO., LLP5 years Service code 10 · EIN 16-1131146 | Accounting | $9,800 |
NIXON PEABODY LLP2 years Service code 28 · EIN 16-0764720 | Investment Management | $9,153 |
Filed as: DIMEO SCHNEIDER & AMP ASSOCIATES Service code 28 · EIN 36-4001764 | Investment Management | $7,620 |
Service code 50 · EIN 04-2647786 | Direct Payment | $156 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $88 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,503 | $84,948+30.1% | $70,449+56.9% | $73,409+50.5% |
| Participation rate | 99.8% | 79.9%+19.8pp | 75.1%+24.7pp | 72.2%+27.6pp |
| Annual return | 11.84% | 13.39%-1.5pp | 109.03%-97.2pp | 59.29%-47.5pp |
| Employer contribution / active EE | $3,106 | $2,834+9.6% | $2,737+13.5% | $2,234+39.1% |
| Participant deferral / active EE | $3,650 | $3,387+7.8% | $3,709-1.6% | $3,805-4.1% |
| Admin fee / account holder | $69 | $98-29.6% | $3,845-98.2% | $158-56.2% |