Filed April 5, 2017
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 |
|---|---|---|
HAMILTON LANE ADVISORS, LLC8+ years Filed as: HAMILTON CAPITAL MANAGEMENT Service code 26 · EIN 31-1515316 5025 ARLINGTON CENTRE BLVD · COLUMBUS, OH 45320 | Advisory (Participants) | $73,573 |
Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 150 SECOND AVENUE NORTH · SAINT PETERSBURG, FL 33701 | Recordkeeping | $32,556 |
Filed as: CLARK SCHAEFER HACKETT Service code 13 · EIN 31-0800053 | Contract Administrator | $5,325 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 94-1737782 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Securities Custodian | $4,491 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,384 | $86,655-60.3% | $119,622-71.3% | $66,938-48.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -3.66% | -8.00%+4.3pp | -14.98%+11.3pp | 1.58%-5.2pp |
| Employer contribution / active EE | $4,200 | $2,536+65.6% | $4,232-0.7% | $2,545+65.0% |
| Participant deferral / active EE | $3,412 | $4,358-21.7% | $5,601-39.1% | $4,238-19.5% |
| Admin fee / account holder | $272 | $755-63.9% | $10,328-97.4% | $594-54.1% |