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 |
|---|---|---|
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $548,801 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $249,512 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 16 · EIN 43-1451524 | Consulting | $73,000 |
NIXON PEABODY LLP4 years Service code 29 · EIN 16-0764720 | Legal | $72,000 |
TIAA2 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $4,543 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,495 | $52,346+111.1% | $143,801-23.2% | $78,104+41.5% |
| Participation rate | 60.9% | 72.7%-11.8pp | 80.3%-19.5pp | 74.5%-13.7pp |
| Annual return | -18.41% | -14.19%-4.2pp | -0.04%-18.4pp | 10.90%-29.3pp |
| Employer contribution / active EE | $0 | $2,131-100.0% | $4,952-100.0% | $3,128-100.0% |
| Participant deferral / active EE | $1,160 | $3,800-69.5% | $5,639-79.4% | $5,089-77.2% |
| Admin fee / account holder | $186 | $63+192.9% | $14,680-98.7% | $79+135.3% |