Filed November 30, 2014 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSE COOPERS, LLC Service code 10 · EIN 13-4008324 | Accounting | $45,300 |
CAMMACK LARHETTE ADVISORS2+ years Service code 13 · EIN 20-4668732 | Contract Administrator | $36,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,331 |
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $15 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $91,577 | $91,420+0.2% | $57,196+60.1% | $65,292+40.3% |
| Participation rate | 45.9% | 72.6%-26.8pp | 75.3%-29.5pp | 72.4%-26.6pp |
| Annual return | 7.71% | 7.55%+0.2pp | 14.59%-6.9pp | 11.84%-4.1pp |
| Employer contribution / active EE | $0 | $3,776-100.0% | $2,683-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $3,793 | $3,512+8.0% | $3,096+22.5% | $3,579+6.0% |
| Admin fee / account holder | $9 | $22-60.4% | $3,141-99.7% | $57-84.9% |