Filed November 3, 2013
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 |
|---|---|---|
TIAA6 years Service code 13 · EIN 13-1624203 | Contract Administrator | $571,959 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC Service code 28 · EIN 74-1625348 | Investment Management | $55,411 |
ISLER DARE, P.C.3 years Filed as: ISLER DARE P.C. Service code 29 · EIN 54-1844836 | Legal | $30,884 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,480 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $117,982 | $117,148+0.7% | $67,560+74.6% | $99,313+18.8% |
| Participation rate | 77.4% | 72.7%+4.7pp | 72.9%+4.4pp | 71.7%+5.7pp |
| Annual return | 11.16% | 14.15%-3.0pp | 3533.50%-3522.3pp | 17.67%-6.5pp |
| Employer contribution / active EE | $4,141 | $4,623-10.4% | $2,737+51.3% | $3,264+26.8% |
| Participant deferral / active EE | $3,622 | $4,782-24.3% | $4,004-9.5% | $5,346-32.2% |
| Admin fee / account holder | $65 | $50+29.5% | $3,994-98.4% | $109-40.6% |