Filed July 16, 2015
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,409,073 |
GROOM LAW GROUP9 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $273,564 |
ERNST & YOUNG LLP2 years Service code 10 · EIN 34-6565596 | Accounting | $169,004 |
NEPC, LLC10+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $150,000 |
ARY ROEPCKE MULCHAEY, P.C.10+ years Service code 10 · EIN 52-2370901 | Accounting | $122,010 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,022 | $96,807+52.9% | $165,100-10.3% | $106,553+38.9% |
| Participation rate | 72.2% | 79.1%-6.9pp | 78.6%-6.4pp | 69.8%+2.4pp |
| Annual return | 16.46% | 17.39%-0.9pp | 70.21%-53.7pp | 17.37%-0.9pp |
| Employer contribution / active EE | $2,534 | $2,888-12.3% | $4,348-41.7% | $3,359-24.6% |
| Participant deferral / active EE | $5,323 | $5,055+5.3% | $6,035-11.8% | $5,562-4.3% |
| Admin fee / account holder | $66 | $66+0.4% | $12,696-99.5% | $80-17.1% |