Filed January 17, 2019 (most recent of 3 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 |
|---|---|---|
FIRST BANK2 years Service code 12 · EIN 43-0231490 | Trustee (bank, trust company, or simi... | $60,223 |
AON CONSULTING3 years Filed as: AON CONSULTING (NJ) Service code 10 · EIN 23-2292327 | Accounting | $34,554 |
UHY LLP3 years Service code 10 · EIN 20-0694403 | Accounting | $11,936 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.2%-12.2pp | 9.9%-9.9pp |
| Annual return | -12.55% | -3.51%-9.0pp | -5.12%-7.4pp | -5.25%-7.3pp |
| Employer contribution / active EE | $11,905 | $11,313+5.2% | $31,020-61.6% | $15,161-21.5% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |