Filed July 16, 2013
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 |
|---|---|---|
ASCENSUS LLC4 years Service code 19 · EIN 11-3665754 200 DRYDEN ROAD · DRESCHER, PA 19025 | Securities Custodian | $21,059 |
QP CONSULTING8 years Service code 26 6930 CARROLL AVE. · TAKOMA PARK, MD 20912 | Advisory (Participants) | $19,047 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,174 | $88,186-56.7% | $165,071-76.9% | $74,459-48.7% |
| Participation rate | 83.9% | 73.1%+10.7pp | 78.6%+5.2pp | 67.2%+16.6pp |
| Annual return | 14.27% | 17.13%-2.9pp | 70.17%-55.9pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $1,799 | $2,600-30.8% | $4,347-58.6% | $2,626-31.5% |
| Participant deferral / active EE | $4,391 | $4,505-2.5% | $6,035-27.2% | $4,350+1.0% |
| Admin fee / account holder | $172 | $2,234-92.3% | $12,695-98.6% | $1,945-91.2% |