Filed December 18, 2018 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 20-4751585 | Pension Consulting | $40,354 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE Service code 10 · EIN 86-1065772 | Accounting | $34,842 |
Filed as: TORRILLO AND ASSOCIATES Service code 10 · EIN 83-0414789 | Accounting | $20,072 |
BALLARD SPAHR LLP1 year Filed as: BALLARD SPAHR Service code 29 · EIN 23-0382195 | Legal | $5,592 |
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 | $191,197 | $204,517-6.5% | $69,480+175.2% | $77,775+145.8% |
| Participation rate | 92.4% | 74.6%+17.8pp | 74.6%+17.8pp | 73.2%+19.2pp |
| Annual return | 17.87% | 22.10%-4.2pp | 28.99%-11.1pp | 32.58%-14.7pp |
| Employer contribution / active EE | $6,488 | $3,548+82.9% | $2,780+133.4% | $2,504+159.1% |
| Participant deferral / active EE | $5,590 | $3,478+60.7% | $3,537+58.0% | $3,966+40.9% |
| Admin fee / account holder | $51 | $101-49.2% | $3,840-98.7% | $100-48.9% |