Filed August 7, 2013 (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.
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 |
|---|---|---|
GREATBANC TRUST COMPANY9 years Service code 21 · EIN 36-3681493 | Bank Trustee | $42,898 |
FORVIS, LLP1 year Filed as: FORVIZ MAZARS Service code 10 · EIN 44-0160260 | Accounting | $25,159 |
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,011 | $129,227-79.1% | $184,256-85.3% | $77,762-65.3% |
| Participation rate | 99.6% | 87.4%+12.3pp | 86.8%+12.8pp | 70.6%+29.0pp |
| Annual return | 2.84% | 33.24%-30.4pp | 28.85%-26.0pp | 31.27%-28.4pp |
| Employer contribution / active EE | $1,749 | $4,412-60.4% | $6,427-72.8% | $2,728-35.9% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $68 | $256-73.6% | $13,899-99.5% | $433-84.4% |