Filed March 23, 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 |
|---|---|---|
THE PFE GROUP2+ years Service code 27 153 CORDAVILLE ROAD · SOUTHBOROUGH, MA 01772 | Advisory (Plan) | $26,180 |
RKL LLP1 year Service code 10 P.O. BOX 8408 · LANCASTER, PA 17604 | Accounting | $16,945 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $430 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $99,722 | $75,183+32.6% | $123,894-19.5% | $55,167+80.8% |
| Participation rate | 92.5% | 72.8%+19.7pp | 81.4%+11.1pp | 69.0%+23.5pp |
| Annual return | 8.34% | 19.01%-10.7pp | 47.52%-39.2pp | 169.23%-160.9pp |
| Employer contribution / active EE | $1,112 | $2,823-60.6% | $4,617-75.9% | $1,963-43.4% |
| Participant deferral / active EE | $7,048 | $5,084+38.6% | $5,984+17.8% | $3,054+130.8% |
| Admin fee / account holder | $192 | $663-71.0% | $8,357-97.7% | $504-61.9% |