Filed January 1, 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.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $21,231 |
WISS & COMPANY, LLP3 years Filed as: WISS AND COMPANY, LLC Service code 10 · EIN 22-1732349 | Accounting | $18,000 |
PLANPILOT, LLC1 year Service code 27 · EIN 45-4168388 | Advisory (Plan) | $6,000 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $3,244 |
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 | $193,277 | $69,708+177.3% | $67,560+186.1% | $74,478+159.5% |
| Participation rate | 98.9% | 71.4%+27.5pp | 72.9%+26.0pp | 67.2%+31.7pp |
| Annual return | 21.52% | -40.67%+62.2pp | 3533.50%-3512.0pp | 1370.56%-1349.0pp |
| Employer contribution / active EE | $4,656 | $2,715+71.5% | $2,737+70.1% | $2,626+77.3% |
| Participant deferral / active EE | $4,925 | $3,637+35.4% | $4,004+23.0% | $4,350+13.2% |
| Admin fee / account holder | $171 | $887-80.7% | $3,994-95.7% | $1,946-91.2% |