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 CONSULTANTS7+ years Service code 27 · EIN 52-1788440 | Advisory (Plan) | $52,522 |
COHN REZNICK LLP1 year Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $15,750 |
GORDON ASSET MANAGEMENT1 year Filed as: GORDON FEINBLATTROTH Service code 29 · EIN 52-0627715 | Legal | $8,122 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 14 · EIN 84-5145051 | Plan Administrator | $3,554 |
Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $2,499 |
Filed as: BLUE RIDGE Service code 49 · EIN 13-4238973 | Other Services | $1,206 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,156 | $77,660+156.4% | $109,143+82.5% | $79,386+150.9% |
| Participation rate | 92.5% | 67.8%+24.7pp | 75.9%+16.6pp | 70.7%+21.8pp |
| Annual return | 21.44% | 23.44%-2.0pp | 25.75%-4.3pp | 116.85%-95.4pp |
| Employer contribution / active EE | $4,395 | $2,797+57.1% | $3,722+18.1% | $2,427+81.1% |
| Participant deferral / active EE | $9,052 | $3,518+157.3% | $4,653+94.5% | $4,046+123.7% |
| Admin fee / account holder | $279 | $732-61.9% | $6,752-95.9% | $626-55.5% |