Filed February 27, 2014
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 |
|---|---|---|
MILLIMAN, INC.7 years Service code 15 · EIN 91-0675641 | Recordkeeping | $465,639 |
Filed as: UBS FUNANCIAL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $98,000 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $64,959 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $21,000 |
CHARLES SCHWAB & CO., INC.6 years Service code 19 · EIN 94-1737782 | Securities Custodian | $1,099 |
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 | $91,553 | $122,585-25.3% | $184,256-50.3% | $200,096-54.2% |
| Participation rate | 98.2% | 86.9%+11.3pp | 86.8%+11.4pp | 72.0%+26.2pp |
| Annual return | 16.07% | 144.12%-128.1pp | 28.85%-12.8pp | 34.26%-18.2pp |
| Employer contribution / active EE | $4,699 | $4,571+2.8% | $6,427-26.9% | $3,038+54.7% |
| Participant deferral / active EE | $7,634 | $7,972-4.2% | $9,133-16.4% | $5,090+50.0% |
| Admin fee / account holder | $123 | $120+2.2% | $13,899-99.1% | $269-54.4% |