Filed June 7, 2012
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GIRARD PARTNERS Service code 26 · EIN 23-2802318 | Advisory (Participants) | $27,177 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $24,046 |
TD AMERITRADE, INC.5 years Filed as: TD AMERITRADE Service code 26 · EIN 47-0533629 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $118,497 | $62,177+90.6% | $81,370+45.6% | $74,478+59.1% |
| Participation rate | 83.5% | 64.1%+19.4pp | 69.5%+13.9pp | 67.2%+16.2pp |
| Annual return | 11.07% | 16.62%-5.5pp | 24.85%-13.8pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $5,530 | $1,881+194.0% | $2,464+124.5% | $2,626+110.6% |
| Participant deferral / active EE | $3,143 | $3,219-2.4% | $3,885-19.1% | $4,350-27.8% |
| Admin fee / account holder | $339 | $1,927-82.4% | $5,749-94.1% | $1,946-82.6% |