Filed September 11, 2012 (most recent of 2 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.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,113 |
KPMG LLP1+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $16,000 |
Filed as: TEACHERS INSURANCE AND ANNUITY ASSO Service code 19 · EIN 13-1624203 | Securities Custodian | $163 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $50 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INST OPER COMPANY INC Service code 37 · EIN 04-2647786 | Loan Processing | -$51,124 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,700 | $46,516+11.1% | $147,618-65.0% | $69,651-25.8% |
| Participation rate | 54.7% | 65.8%-11.1pp | 84.6%-29.9pp | 66.6%-11.8pp |
| Annual return | 2.45% | 9.48%-7.0pp | 61.98%-59.5pp | 53.77%-51.3pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $5,564-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,716 | $2,719-0.1% | $4,895-44.5% | $3,635-25.3% |
| Admin fee / account holder | $21 | $45-54.0% | $11,612-99.8% | $63-67.4% |