Filed December 14, 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.
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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $53,746 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,309 |
SUMMA HEALTH4 years Service code 29 · EIN 34-1887844 | Legal | $23,007 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Filed as: FIDELITY INVESTMENTS INSTIT OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$432,452 |
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 | $82,600 | $53,565+54.2% | $172,757-52.2% | $82,204+0.5% |
| Participation rate | 70.1% | 69.6%+0.4pp | 82.6%-12.6pp | 73.4%-3.3pp |
| Annual return | 23.06% | 31.42%-8.4pp | 803.06%-780.0pp | 26.31%-3.3pp |
| Employer contribution / active EE | $1,138 | $1,857-38.7% | $5,144-77.9% | $2,707-58.0% |
| Participant deferral / active EE | $3,403 | $3,006+13.2% | $5,198-34.5% | $4,246-19.9% |
| Admin fee / account holder | $63 | $61+2.9% | $13,956-99.5% | $76-16.5% |