Filed November 8, 2014
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $111,877 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 49 · EIN 23-3044062 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,131 | $62,688-79.1% | $178,014-92.6% | $77,671-83.1% |
| Participation rate | 89.0% | 66.9%+22.1pp | 77.1%+11.9pp | 70.6%+18.4pp |
| Annual return | 15.53% | 16.16%-0.6pp | 294.80%-279.3pp | 31.21%-15.7pp |
| Employer contribution / active EE | $301 | $1,912-84.3% | $3,950-92.4% | $2,726-89.0% |
| Participant deferral / active EE | $2,756 | $4,224-34.8% | $6,276-56.1% | $4,648-40.7% |
| Admin fee / account holder | $65 | $386-83.2% | $10,362-99.4% | $430-85.0% |