Filed June 3, 2014 (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 |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $17,935 |
FRANKEL ZACHARIA LLC2+ years Service code 10 11404 W DODGE RD STE 700 · OMAHA, NE 68154 | Accounting | $13,300 |
SILVERSTONE ASSET MANAGEMENT INC2+ years Filed as: SILVERSTONE ASSET MANAGEMENT, INC. Service code 27 11516 MIRACLE HILLS DRIVE · OMAHA, NE 68154 | Advisory (Plan) | $5,169 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $11,423 | $46,732-75.6% | $156,551-92.7% | $55,167-79.3% |
| Participation rate | 91.4% | 65.8%+25.6pp | 84.0%+7.4pp | 69.0%+22.4pp |
| Annual return | 5.56% | 17.72%-12.2pp | 32.23%-26.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $163 | $418-61.0% | $13,028-98.7% | $504-67.7% |