Filed March 30, 2010
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 |
|---|---|---|
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0855910 | Accounting | $7,000 |
Filed as: JOHN HANCOCK LIFE INS CO U.S.A. Service code 15 · EIN 01-0233346 | Recordkeeping | $514 |
CORNERSTONE ADVISORS ASSET MGMT2+ years Filed as: CORNERSTONE INSTITUTIONAL INVESTORS Service code 26 74 WEST BROAD STREET · BETHLEHEM, PA 18018 | Advisory (Participants) | $0 |
Filed as: PARAGON ALLIANCE GROUP, LLC Service code 17 · EIN 23-3044062 | Pension Consulting | $0 |
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 | $105,024 | $52,884+98.6% | $84,753+23.9% | $55,167+90.4% |
| Participation rate | 95.3% | 67.5%+27.8pp | 76.6%+18.7pp | 69.0%+26.3pp |
| Annual return | 9.46% | 18.03%-8.6pp | 22.78%-13.3pp | 169.23%-159.8pp |
| Employer contribution / active EE | $2,361 | $2,233+5.7% | $3,574-34.0% | $1,963+20.3% |
| Participant deferral / active EE | $7,497 | $2,644+183.6% | $3,712+102.0% | $3,054+145.5% |
| Admin fee / account holder | $14 | $581-97.6% | $5,333-99.7% | $504-97.2% |