Filed November 20, 2014 (most recent of 4 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 |
|---|---|---|
Filed as: AXA ADVISORS, LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $40,000 |
Service code 49 · EIN 04-1590850 | Other Services | $10,398 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
Filed as: CARILLON FUNDS Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
HARBOR2 years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
HARRIS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,472 | $41,467+108.5% | $67,313+28.5% | $55,727+55.2% |
| Participation rate | 92.8% | 62.5%+30.3pp | 69.1%+23.7pp | 70.9%+21.9pp |
| Annual return | -5.19% | 0.82%-6.0pp | -4.08%-1.1pp | 244.94%-250.1pp |
| Employer contribution / active EE | $3,716 | $1,316+182.2% | $2,566+44.8% | $2,078+78.8% |
| Participant deferral / active EE | $4,573 | $2,399+90.6% | $3,568+28.1% | $3,356+36.3% |
| Admin fee / account holder | $123 | $102+20.4% | $4,507-97.3% | $115+6.7% |