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.6 years Service code 15 · EIN 91-0675641 | Recordkeeping | $542,322 |
ADP BROKER-DEALER6 years Filed as: PENSION CONSULTANTS, INC. Service code 27 · EIN 43-1685158 | Advisory (Plan) | $64,862 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $10,500 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $7,786 |
CHARLES SCHWAB & CO., INC.5 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,923 | $112,686-34.4% | $169,993-56.5% | $80,160-7.8% |
| Participation rate | 99.4% | 87.4%+12.0pp | 87.0%+12.4pp | 72.9%+26.5pp |
| Annual return | 20.29% | 67.04%-46.7pp | 53.37%-33.1pp | 40.38%-20.1pp |
| Employer contribution / active EE | $1,950 | $4,481-56.5% | $6,785-71.3% | $2,978-34.5% |
| Participant deferral / active EE | $7,351 | $7,876-6.7% | $10,408-29.4% | $5,017+46.5% |
| Admin fee / account holder | $117 | $99+17.6% | $12,815-99.1% | $145-19.6% |