Filed December 15, 2014 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP1+ years Service code 10 · EIN 22-1478099 | Accounting | $20,250 |
CAMMACK LARHETTE ADVISORS1+ years Service code 28 · EIN 20-4668732 | Investment Management | $7,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,190 | $81,689-19.0% | $57,357+15.4% | $69,651-5.0% |
| Participation rate | 25.7% | 66.0%-40.3pp | 75.1%-49.4pp | 66.6%-40.9pp |
| Annual return | 3.81% | 821.18%-817.4pp | 24.41%-20.6pp | 53.77%-50.0pp |
| Employer contribution / active EE | $0 | $3,891-100.0% | $2,689-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,401 | $3,019-53.6% | $3,162-55.7% | $3,635-61.5% |
| Admin fee / account holder | $5 | $27-82.6% | $3,357-99.9% | $63-92.5% |