Filed November 20, 2013 (most recent of 2 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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,864 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 2650 QUARRY LAKE DRIVE · BALTIMORE, MD 21209 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,047 | $138,393-9.6% | $184,256-32.1% | $80,959+54.5% |
| Participation rate | 97.4% | 83.9%+13.5pp | 86.8%+10.5pp | 67.7%+29.7pp |
| Annual return | 10.39% | 20.01%-9.6pp | 28.85%-18.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $8,259 | $4,847+70.4% | $6,427+28.5% | $2,757+199.5% |
| Participant deferral / active EE | $14,835 | $7,076+109.6% | $9,133+62.4% | $4,300+245.0% |
| Admin fee / account holder | $51 | $10,489-99.5% | $13,899-99.6% | $6,925-99.3% |