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.
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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP6+ years Service code 10 · EIN 22-1478099 | Accounting | $24,600 |
CAMMACK LARHETTE ADVISORS6+ years Service code 28 · EIN 13-3052851 | Investment Management | $21,385 |
K&L GATES1 year Filed as: K & L GATES, LLP Service code 16 · EIN 25-0921018 | Consulting | $6,433 |
Filed as: FIDELITY INVSTMENTS INST OPS CO LLC Service code 50 · EIN 04-2647786 | Direct Payment | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,762 | $129,352-33.7% | $70,449+21.7% | $106,222-19.3% |
| Participation rate | 37.2% | 73.1%-35.8pp | 75.1%-37.8pp | 70.8%-33.6pp |
| Annual return | 15.87% | 13.88%+2.0pp | 109.03%-93.2pp | 21.69%-5.8pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $2,737-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $1,768 | $4,597-61.5% | $3,709-52.3% | $4,600-61.6% |
| Admin fee / account holder | $6 | $37-83.5% | $3,845-99.8% | $78-92.3% |