Filed August 21, 2012
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 |
|---|---|---|
EQUITY SERVICES INC4+ years Service code 53 · EIN 03-0221141 | Insurance Commissions | $28,679 |
Service code 49 · EIN 04-1590850 | Other Services | $10,629 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 13-6857277 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
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 | $49,640 | $37,196+33.5% | $154,111-67.8% | $55,725-10.9% |
| Participation rate | 94.8% | 64.1%+30.7pp | 83.0%+11.7pp | 70.9%+23.9pp |
| Annual return | -4.33% | 1319.68%-1324.0pp | 735.18%-739.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $2,748 | $1,614+70.3% | $5,298-48.1% | $2,078+32.2% |
| Participant deferral / active EE | $3,940 | $2,068+90.5% | $5,081-22.5% | $3,356+17.4% |
| Admin fee / account holder | $28 | $102-72.8% | $13,411-99.8% | $115-76.0% |