Filed March 22, 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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $52,134 |
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,971 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 04-3400483 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS1 year Service code 52 · EIN 91-1801401 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,398 | $56,443-58.5% | $83,848-72.1% | $55,725-58.0% |
| Participation rate | 98.4% | 72.0%+26.4pp | 76.1%+22.3pp | 70.9%+27.6pp |
| Annual return | 10.53% | 393.67%-383.1pp | 850.88%-840.3pp | 244.93%-234.4pp |
| Employer contribution / active EE | $828 | $2,682-69.1% | $3,631-77.2% | $2,078-60.2% |
| Participant deferral / active EE | $2,504 | $2,965-15.6% | $4,082-38.7% | $3,356-25.4% |
| Admin fee / account holder | $200 | $156+27.9% | $5,478-96.4% | $115+73.4% |