Filed December 23, 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 |
|---|---|---|
LPL FINANCIAL1+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $18,542 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,760 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $46,461 | $70,667-34.3% | $123,105-62.3% | $52,331-11.2% |
| Participation rate | 93.6% | 83.7%+9.9pp | 86.8%+6.8pp | 68.1%+25.5pp |
| Annual return | 3.56% | 6.23%-2.7pp | 13.22%-9.7pp | 4.54%-1.0pp |
| Employer contribution / active EE | $3,628 | $2,946+23.2% | $5,151-29.6% | $1,882+92.8% |
| Participant deferral / active EE | $3,485 | $4,493-22.4% | $6,229-44.1% | $3,022+15.3% |
| Admin fee / account holder | $97 | $506-80.9% | $9,014-98.9% | $592-83.6% |