Filed June 30, 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 |
|---|---|---|
ASSET STRATEGY CONSULTANTS10+ years Service code 27 · EIN 52-1788440 | Advisory (Plan) | $47,279 |
COHN REZNICK LLP4 years Filed as: COHN REZNICK Service code 49 · EIN 22-1478099 | Other Services | $39,000 |
Filed as: BLUE RIDGE Service code 16 · EIN 13-4238973 | Consulting | $15,474 |
GORDON ASSET MANAGEMENT4 years Filed as: GORDON FEINBLATTROTH Service code 29 · EIN 52-0627715 | Legal | $10,036 |
SMITH & DOWNEY1 year Service code 29 · EIN 52-1839270 | Legal | $934 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
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 | $155,736 | $83,023+87.6% | $102,437+52.0% | $77,762+100.3% |
| Participation rate | 89.6% | 71.5%+18.1pp | 74.5%+15.1pp | 70.6%+19.0pp |
| Annual return | 18.05% | 19.12%-1.1pp | 24.95%-6.9pp | 31.27%-13.2pp |
| Employer contribution / active EE | $3,788 | $3,552+6.6% | $3,871-2.1% | $2,728+38.8% |
| Participant deferral / active EE | $8,553 | $4,110+108.1% | $5,060+69.0% | $4,651+83.9% |
| Admin fee / account holder | $285 | $639-55.3% | $8,388-96.6% | $433-34.1% |