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 LLP4+ years Service code 10 · EIN 22-1478099 | Accounting | $59,100 |
K&L GATES2 years Filed as: K&L GATES, LLP Service code 16 · EIN 25-0921018 | Consulting | $33,155 |
CAMMACK LARHETTE ADVISORS4+ years Service code 28 · EIN 20-4668732 | Investment Management | $25,347 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,605 | $97,136-25.3% | $59,899+21.2% | $73,367-1.0% |
| Participation rate | 28.3% | 65.8%-37.5pp | 74.7%-46.4pp | 69.5%-41.2pp |
| Annual return | 0.35% | -2.56%+2.9pp | 3.46%-3.1pp | 173.45%-173.1pp |
| Employer contribution / active EE | $0 | $4,492-100.0% | $2,723-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $1,442 | $4,036-64.3% | $3,403-57.6% | $4,033-64.2% |
| Admin fee / account holder | $16 | $31-48.3% | $3,592-99.6% | $68-76.8% |