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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $83,043 |
KPMG LLP2+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $20,000 |
Filed as: TEACHERS INSURANCE AND ANNUITY ASSO Service code 19 · EIN 13-1624203 | Securities Custodian | $217 |
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 | -$71,197 |
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 | $61,162 | $49,270+24.1% | $156,551-60.9% | $329,111-81.4% |
| Participation rate | 55.9% | 68.1%-12.2pp | 84.0%-28.1pp | 67.9%-11.9pp |
| Annual return | 7.49% | 23.25%-15.8pp | 32.23%-24.7pp | 16.35%-8.9pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $5,501-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $2,826 | $2,920-3.2% | $4,871-42.0% | $3,682-23.3% |
| Admin fee / account holder | $20 | $51-61.0% | $13,028-99.8% | $754-97.4% |