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 |
|---|---|---|
TIAA5 years Service code 13 · EIN 13-1624203 | Contract Administrator | $517,951 |
Filed as: VALIC Service code 28 · EIN 74-1625348 | Investment Management | $58,280 |
ISLER DARE, P.C.2 years Filed as: ISLER DARE P.C. Service code 29 · EIN 54-1844836 | Legal | $42,517 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,515 |
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 | $115,005 | $111,545+3.1% | $64,110+79.4% | $103,657+10.9% |
| Participation rate | 72.9% | 74.9%-2.0pp | 72.3%+0.5pp | 73.4%-0.5pp |
| Annual return | 13.70% | 17.80%-4.1pp | 33.75%-20.0pp | 33.13%-19.4pp |
| Employer contribution / active EE | $3,829 | $4,573-16.3% | $2,751+39.2% | $3,216+19.1% |
| Participant deferral / active EE | $3,311 | $4,715-29.8% | $3,883-14.7% | $5,218-36.6% |
| Admin fee / account holder | $64 | $45+42.4% | $3,071-97.9% | $114-43.7% |