Filed October 11, 2014
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 52 · EIN 13-5674085 | Indirect Investment Fees | $85,355 |
ADP BROKER-DEALER7 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,735 |
RELIANCE TRUST COMPANY2 years Filed as: RELIANCE TRUST Service code 15 · EIN 58-1428634 | Recordkeeping | $536 |
Service code 33 · EIN 94-1737782 | Securities brokerage | $1 |
ADP BROKER-DEALER1 year Service code 49 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,884 | $110,483-4.2% | $145,433-27.2% | $79,634+33.0% |
| Participation rate | 92.4% | 71.1%+21.3pp | 82.1%+10.3pp | 62.5%+29.9pp |
| Annual return | 16.98% | 24.62%-7.6pp | 66.58%-49.6pp | 36.46%-19.5pp |
| Employer contribution / active EE | $2,760 | $4,053-31.9% | $4,554-39.4% | $2,529+9.1% |
| Participant deferral / active EE | $7,510 | $7,216+4.1% | $7,897-4.9% | $3,835+95.9% |
| Admin fee / account holder | $257 | $680-62.2% | $13,129-98.0% | $1,002-74.3% |