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 | $40,702 |
TORRILLO & ASSOCIATES, LLC2 years Filed as: TORRILLO AND ASSOCIATES Service code 10 · EIN 83-0414789 | Accounting | $20,456 |
DELOITTE & TOUCHE LLP4 years Filed as: DELOITTE Service code 10 · EIN 86-1065772 | Accounting | $14,260 |
Filed as: DIMEO SCHNEIDER Service code 17 · EIN 36-4001764 | Pension Consulting | $13,836 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,224 | $105,581+99.1% | $70,492+198.2% | $90,274+132.9% |
| Participation rate | 95.5% | 77.5%+18.0pp | 75.1%+20.5pp | 73.4%+22.2pp |
| Annual return | 12.80% | 14.78%-2.0pp | 109.16%-96.4pp | 53.97%-41.2pp |
| Employer contribution / active EE | $6,531 | $3,304+97.7% | $2,738+138.5% | $2,523+158.8% |
| Participant deferral / active EE | $5,721 | $3,813+50.0% | $3,711+54.2% | $4,231+35.2% |
| Admin fee / account holder | $45 | $68-32.9% | $3,848-98.8% | $114-60.3% |