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 |
|---|---|---|
TIAA8+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $27,190 |
WISS & COMPANY, LLP2 years Filed as: WISS AND COMPANY, LLC Service code 10 · EIN 22-1732349 354 EISENHOWER PKWY · LIVINGSTON, NJ 07039 | Accounting | $17,500 |
WELL AND GOOD LLC2 years Filed as: WELL AND GOOD, LLC Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $3,600 |
Service code 17 · EIN 26-1233837 19825B NORTHCOVE ROAD #105 · CORNELIUS, NC 280316445 | Pension Consulting | $2,917 |
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 | $163,139 | $65,582+148.8% | $64,097+154.5% | $71,529+128.1% |
| Participation rate | 98.8% | 73.2%+25.7pp | 72.3%+26.5pp | 67.9%+30.9pp |
| Annual return | 12.42% | 18.96%-6.5pp | 33.75%-21.3pp | 28.97%-16.6pp |
| Employer contribution / active EE | $4,682 | $2,671+75.3% | $2,750+70.2% | $2,590+80.8% |
| Participant deferral / active EE | $4,969 | $3,628+37.0% | $3,881+28.0% | $4,291+15.8% |
| Admin fee / account holder | $187 | $616-69.7% | $3,070-93.9% | $1,588-88.2% |